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Cornerstone Wealth Management’s West Pharmaceutical WST Stock Holding History

Cornerstone Wealth Management’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
2023
Q4 		– Sell
-695
Closed -$261K – 573
2023
Q3 		$261K Buy
+695
New +$269K 0.02% 447
2021
Q3 		– Sell
-575
Closed -$206K – 489
2021
Q2 		$206K Buy
+575
New +$190K 0.02% 454
2018
Q1 		– Sell
-2,516
Closed -$255K – 428
2017
Q4 		$255K Buy
2,516
+218
+9% +$21.4K 0.05% 335
2017
Q3 		$215K Sell
2,298
-130
-5% -$11.8K 0.04% 352
2017
Q2 		$225K Buy
+2,428
New +$223K 0.05% 329

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Cornerstone Wealth Management's WST Position: Q4 2023 in Review

Cornerstone Wealth Management sold out of West Pharmaceutical (WST) in Q4 2023, closing a stake of 695 shares — an estimated $261K sold.

Cornerstone Wealth Management first reported a position in WST in Q2 2017 and held it in 5 quarters. The position peaked at $261K in Q3 2023. 783 funds tracked by Wall St. Rank hold WST as of Q4 2023.

  • Cornerstone Wealth Management reported no remaining West Pharmaceutical position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 695 West Pharmaceutical shares in Q4 2023, an estimated $261K.
  • Cornerstone Wealth Management first reported a position in West Pharmaceutical in Q2 2017 and held it in 5 quarters.
  • Cornerstone Wealth Management's West Pharmaceutical position peaked at $261K in Q3 2023.
  • 783 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2023.

Based on Cornerstone Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.