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Confluence Wealth Services’s West Pharmaceutical WST Stock Holding History

Confluence Wealth Services’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-143
Closed -$67K – 1183
2021
Q4 		$67K Buy
+143
New +$61.6K 0.02% 403

Other funds holding WST

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Confluence Wealth Services's WST Position: Q1 2022 in Review

Confluence Wealth Services sold out of West Pharmaceutical (WST) in Q1 2022, closing a stake of 143 shares — an estimated $67K sold.

Confluence Wealth Services first reported a position in WST in Q4 2021 and held it in 1 quarter. The position peaked at $67K in Q4 2021. 717 funds tracked by Wall St. Rank hold WST as of Q1 2022.

  • Confluence Wealth Services reported no remaining West Pharmaceutical position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 143 West Pharmaceutical shares in Q1 2022, an estimated $67K.
  • Confluence Wealth Services first reported a position in West Pharmaceutical in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's West Pharmaceutical position peaked at $67K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.