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Fiduciary Alliance’s West Pharmaceutical WST Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-5
Closed -$1.91K – 953
2023
Q2 		$1.91K Buy
+5
New +$1.79K ﹤0.01% 807
2023
Q1 		– Sell
-11
Closed -$2.59K – 873
2022
Q4 		$2.59K Buy
+11
New +$2.61K ﹤0.01% 649

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fiduciary Alliance's WST Position: Q3 2023 in Review

Fiduciary Alliance sold out of West Pharmaceutical (WST) in Q3 2023, closing a stake of 5 shares — an estimated $1.91K sold.

Fiduciary Alliance first reported a position in WST in Q4 2022 and held it in 2 quarters. The position peaked at $2.59K in Q4 2022. 757 funds tracked by Wall St. Rank hold WST as of Q3 2023.

  • Fiduciary Alliance reported no remaining West Pharmaceutical position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 5 West Pharmaceutical shares in Q3 2023, an estimated $1.91K.
  • Fiduciary Alliance first reported a position in West Pharmaceutical in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's West Pharmaceutical position peaked at $2.59K in Q4 2022.
  • 757 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.