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Copperwynd Financial’s West Pharmaceutical WST Stock Holding History

Copperwynd Financial’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
2024
Q3 		– Sell
-660
Closed -$202K – 156
2024
Q2 		$202K Buy
660
+24
+4% +$8.48K 0.07% 142
2024
Q1 		$252K Sell
636
-142
-18% -$52.5K 0.09% 119
2023
Q4 		$274K Buy
778
+30
+4% +$10.6K 0.11% 117
2023
Q3 		$281K Sell
748
-46
-6% -$17.8K 0.13% 106
2023
Q2 		$304K Sell
794
-73
-8% -$26.1K 0.14% 113
2023
Q1 		$300K Buy
+867
New +$253K 0.15% 113

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Copperwynd Financial's WST Position: Q3 2024 in Review

Copperwynd Financial sold out of West Pharmaceutical (WST) in Q3 2024, closing a stake of 660 shares — an estimated $202K sold.

Copperwynd Financial first reported a position in WST in Q1 2023 and held it in 6 quarters. The position peaked at $304K in Q2 2023. 730 funds tracked by Wall St. Rank hold WST as of Q3 2024.

  • Copperwynd Financial reported no remaining West Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • Copperwynd Financial sold 660 West Pharmaceutical shares in Q3 2024, an estimated $202K.
  • Copperwynd Financial first reported a position in West Pharmaceutical in Q1 2023 and held it in 6 quarters.
  • Copperwynd Financial's West Pharmaceutical position peaked at $304K in Q2 2023.
  • 730 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2024.

Based on Copperwynd Financial's 13F filing for Q3 2024, filed 4 Nov 2024.