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Ellevest Inc’s West Pharmaceutical WST Stock Holding History

Ellevest Inc’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
Q4 		– Sell
-816
Closed -$245K – 461
2024
Q3 		$245K Sell
816
-62
-7% -$19K 0.01% 365
2024
Q2 		$289K Buy
878
+285
+48% +$101K 0.02% 319
2024
Q1 		$235K Sell
593
-383
-39% -$142K 0.01% 350
2023
Q4 		$344K Sell
976
-142
-13% -$50.3K 0.02% 268
2023
Q3 		$419K Buy
1,118
+18
+2% +$6.96K 0.03% 190
2023
Q2 		$421K Sell
1,100
-49
-4% -$17.5K 0.03% 195
2023
Q1 		$398K Buy
1,149
+296
+35% +$86.5K 0.03% 183
2022
Q4 		$201K Sell
853
-101
-11% -$23.9K 0.02% 302
2022
Q3 		$235K Sell
954
-44
-4% -$13.4K 0.02% 244
2022
Q2 		$302K Sell
998
-210
-17% -$68.3K 0.03% 189
2022
Q1 		$496K Buy
1,208
+313
+35% +$123K 0.04% 122
2021
Q4 		$420K Buy
895
+35
+4% +$15.1K 0.04% 145
2021
Q3 		$365K Buy
860
+12
+1% +$5.06K 0.04% 149
2021
Q2 		$305K Buy
848
+28
+3% +$9.25K 0.03% 163
2021
Q1 		$231K Buy
820
+116
+16% +$33.2K 0.03% 192
2020
Q4 		$199K Buy
704
+205
+41% +$57.5K 0.03% 168
2020
Q3 		$137K Buy
499
+166
+50% +$43.9K 0.02% 181
2020
Q2 		$76K Buy
333
+252
+311% +$49.5K 0.02% 282
2020
Q1 		$12K Buy
81
+58
+252% +$8.93K ﹤0.01% 531
2019
Q4 		$3K Hold
23
– – ﹤0.01% 660
2019
Q3 		$3K Hold
23
– – ﹤0.01% 320
2019
Q2 		$3K Buy
+23
New +$2.71K ﹤0.01% 326

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Ellevest Inc's WST Position: Q4 2024 in Review

Ellevest Inc sold out of West Pharmaceutical (WST) in Q4 2024, closing a stake of 816 shares — an estimated $245K sold.

Ellevest Inc first reported a position in WST in Q2 2019 and held it in 22 quarters. The position peaked at $496K in Q1 2022. 748 funds tracked by Wall St. Rank hold WST as of Q4 2024.

  • Ellevest Inc reported no remaining West Pharmaceutical position as of Q4 2024 after selling out during the quarter.
  • Ellevest Inc sold 816 West Pharmaceutical shares in Q4 2024, an estimated $245K.
  • Ellevest Inc first reported a position in West Pharmaceutical in Q2 2019 and held it in 22 quarters.
  • Ellevest Inc's West Pharmaceutical position peaked at $496K in Q1 2022.
  • 748 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2024.

Based on Ellevest Inc's 13F filing for Q4 2024, filed 14 Feb 2025.