FWM
WST icon

Fairhaven Wealth Management’s West Pharmaceutical WST Stock Holding History

Fairhaven 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
2022
Q1 		– Sell
-431
Closed -$202K – 135
2021
Q4 		$202K Buy
+431
New +$186K 0.08% 110

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fairhaven Wealth Management's WST Position: Q1 2022 in Review

Fairhaven Wealth Management sold out of West Pharmaceutical (WST) in Q1 2022, closing a stake of 431 shares — an estimated $202K sold.

Fairhaven Wealth Management first reported a position in WST in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 717 funds tracked by Wall St. Rank hold WST as of Q1 2022.

  • Fairhaven Wealth Management reported no remaining West Pharmaceutical position as of Q1 2022 after selling out during the quarter.
  • Fairhaven Wealth Management sold 431 West Pharmaceutical shares in Q1 2022, an estimated $202K.
  • Fairhaven Wealth Management first reported a position in West Pharmaceutical in Q4 2021 and held it in 1 quarter.
  • Fairhaven Wealth Management's West Pharmaceutical position peaked at $202K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2022.

Based on Fairhaven Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.