CPC
WST icon

Consolidated Planning Corp’s West Pharmaceutical WST Stock Holding History

Consolidated Planning Corp’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
2025
Q1 		– Sell
-3,140
Closed -$1.03M – 220
2024
Q4 		$1.03M Buy
3,140
+2,051
+188% +$645K 0.14% 98
2024
Q3 		$327K Buy
+1,089
New +$334K 0.05% 156
2024
Q2 		– Sell
-787
Closed -$311K – 206
2024
Q1 		$311K Buy
+787
New +$291K 0.05% 133
2021
Q4 		– Sell
-5
Closed -$2K – 465
2021
Q3 		$2K Buy
+5
New +$2.11K ﹤0.01% 422

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Consolidated Planning Corp's WST Position: Q1 2025 in Review

Consolidated Planning Corp sold out of West Pharmaceutical (WST) in Q1 2025, closing a stake of 3,140 shares — an estimated $1.03M sold.

Consolidated Planning Corp first reported a position in WST in Q3 2021 and held it in 4 quarters. The position peaked at $1.03M in Q4 2024. 713 funds tracked by Wall St. Rank hold WST as of Q1 2025.

  • Consolidated Planning Corp reported no remaining West Pharmaceutical position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 3,140 West Pharmaceutical shares in Q1 2025, an estimated $1.03M.
  • Consolidated Planning Corp first reported a position in West Pharmaceutical in Q3 2021 and held it in 4 quarters.
  • Consolidated Planning Corp's West Pharmaceutical position peaked at $1.03M in Q4 2024.
  • 713 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.