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Elite Wealth Management’s West Pharmaceutical WST Stock Holding History

Elite 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
2024
Q3 		– Sell
-686
Closed -$226K – 44
2024
Q2 		$226K Sell
686
-44
-6% -$15.6K 0.01% 41
2024
Q1 		$289K Sell
730
-10
-1% -$3.7K 0.01% 44
2023
Q4 		$261K Hold
740
– – 0.02% 41
2023
Q3 		$278K Buy
+740
New +$286K 0.02% 44

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
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

Elite Wealth Management's WST Position: Q3 2024 in Review

Elite Wealth Management sold out of West Pharmaceutical (WST) in Q3 2024, closing a stake of 686 shares — an estimated $226K sold.

Elite Wealth Management first reported a position in WST in Q3 2023 and held it in 4 quarters. The position peaked at $289K in Q1 2024. 730 funds tracked by Wall St. Rank hold WST as of Q3 2024.

  • Elite Wealth Management reported no remaining West Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • Elite Wealth Management sold 686 West Pharmaceutical shares in Q3 2024, an estimated $226K.
  • Elite Wealth Management first reported a position in West Pharmaceutical in Q3 2023 and held it in 4 quarters.
  • Elite Wealth Management's West Pharmaceutical position peaked at $289K in Q1 2024.
  • 730 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2024.

Based on Elite Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.