CWM
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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
Q4 		– Sell
-216,172
Closed -$2.3M – 1156
2018
Q3 		$2.3M Buy
216,172
+76,922
+55% +$8.63M 0.03% 458
2018
Q2 		$1.41M Buy
+139,250
New +$12.8M 0.02% 650
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

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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