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Evermay Wealth Management’s West Pharmaceutical WST Stock Holding History

Evermay 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
Q1 		– Sell
-1
Closed -$353 – 732
2023
Q4 		$353 Buy
+1
New +$354 ﹤0.01% 617

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Franklin Resources
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APG Asset Management
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T. Rowe Price Associates
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Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Evermay Wealth Management's WST Position: Q1 2024 in Review

Evermay Wealth Management sold out of West Pharmaceutical (WST) in Q1 2024, closing a stake of 1 share — an estimated $353 sold.

Evermay Wealth Management first reported a position in WST in Q4 2023 and held it in 1 quarter. The position peaked at $353 in Q4 2023. 778 funds tracked by Wall St. Rank hold WST as of Q1 2024.

  • Evermay Wealth Management reported no remaining West Pharmaceutical position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 1 West Pharmaceutical share in Q1 2024, an estimated $353.
  • Evermay Wealth Management first reported a position in West Pharmaceutical in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's West Pharmaceutical position peaked at $353 in Q4 2023.
  • 778 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.