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Evoke Wealth’s West Pharmaceutical WST Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-26
Closed -$6K – 1150
2022
Q3 		$6K Buy
26
+15
+136% +$4.57K ﹤0.01% 863
2022
Q2 		$3K Sell
11
-12
-52% -$3.9K ﹤0.01% 1017
2022
Q1 		$9K Buy
23
+20
+667% +$7.83K ﹤0.01% 798
2021
Q4 		$1K Hold
3
– – ﹤0.01% 1156
2021
Q3 		$1K Hold
3
– – ﹤0.01% 1116
2021
Q2 		$1K Hold
3
– – ﹤0.01% 1155
2021
Q1 		$1K Hold
3
– – ﹤0.01% 1147
2020
Q4 		$1K Hold
3
– – ﹤0.01% 1010
2020
Q3 		$1K Buy
+3
New +$794 ﹤0.01% 991

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evoke Wealth's WST Position: Q4 2022 in Review

Evoke Wealth sold out of West Pharmaceutical (WST) in Q4 2022, closing a stake of 26 shares — an estimated $6K sold.

Evoke Wealth first reported a position in WST in Q3 2020 and held it in 9 quarters. The position peaked at $9K in Q1 2022. 637 funds tracked by Wall St. Rank hold WST as of Q4 2022.

  • Evoke Wealth reported no remaining West Pharmaceutical position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 26 West Pharmaceutical shares in Q4 2022, an estimated $6K.
  • Evoke Wealth first reported a position in West Pharmaceutical in Q3 2020 and held it in 9 quarters.
  • Evoke Wealth's West Pharmaceutical position peaked at $9K in Q1 2022.
  • 637 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.