Edmonds Duncan Registered Investment Advisors’s West Pharmaceutical WST Stock Holding History

Edmonds Duncan Registered Investment Advisors’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	$240K	Hold	800	–	–	0.05%	95
2024 Q2	$264K	Hold	800	–	–	0.06%	108
2024 Q1	$317K	Sell	800 -599	-43%	-$222K	0.08%	104
2023 Q4	$493K	Sell	1,399 -47	-3%	-$16.6K	0.13%	69
2023 Q3	$543K	Buy	1,446 +646	+81%	+$250K	0.15%	69
2023 Q2	$306K	Hold	800	–	–	0.09%	98
2023 Q1	$277K	Buy	+800	New	+$234K	0.09%	106
2022 Q3	–	Sell	-800	Closed	-$242K	–	135
2022 Q2	$242K	Hold	800	–	–	0.08%	99
2022 Q1	$329K	Hold	800	–	–	0.1%	100
2021 Q4	$300K	Hold	800	–	–	0.08%	102
2021 Q3	$340K	Hold	800	–	–	0.1%	100
2021 Q2	$287K	Hold	800	–	–	0.09%	107
2021 Q1	$225K	Hold	800	–	–	0.07%	118
2020 Q4	$237K	Hold	800	–	–	0.08%	112
2020 Q3	$220K	Buy	+800	New	+$212K	0.09%	98

Other funds holding WST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's WST Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors held its West Pharmaceutical (WST) position steady in Q3 2024 at 800 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #95.

Edmonds Duncan Registered Investment Advisors first reported a position in WST in Q3 2020 and has held it in 15 quarters since. The position peaked at $543K in Q3 2023. 730 funds tracked by Wall St. Rank hold WST as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 800 shares of West Pharmaceutical worth $240K as of Q3 2024.
Edmonds Duncan Registered Investment Advisors left its West Pharmaceutical share count unchanged in Q3 2024.
West Pharmaceutical made up 0.05% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #95 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in West Pharmaceutical in Q3 2020 and has held it in 15 quarters since.
Edmonds Duncan Registered Investment Advisors's West Pharmaceutical position peaked at $543K in Q3 2023.
730 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.