Financial Gravity Asset Management’s West Pharmaceutical WST Stock Holding History

Financial Gravity Asset 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	-$480	–	1329
2023 Q4	$480	Buy	+1	New	+$354	﹤0.01%	883
2021 Q3	$425K	Hold	1	–	–	0.2%	92
2021 Q2	$359K	Buy	+1	New	+$330	0.13%	110
2020 Q4	$2K	Buy	+8	New	+$2.25K	﹤0.01%	354
2019 Q4	$150K	Sell	130 -104	-44%	-$15.1K	0.1%	185
2019 Q3	$33K	Sell	234 -757	-76%	-$104K	0.03%	368
2019 Q2	$124K	Buy	991 +768	+344%	+$90.7K	0.1%	204
2019 Q1	$25K	Buy	+223	New	+$23.2K	0.02%	409
2018 Q3	$42K	Sell	418 -17	-4%	-$1.91K	0.04%	371
2018 Q2	$50K	Buy	+435	New	+$40K	0.05%	326

Other funds holding WST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Financial Gravity Asset Management's WST Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of West Pharmaceutical (WST) in Q1 2024, closing a stake of 1 share — an estimated $480 sold.

Financial Gravity Asset Management first reported a position in WST in Q2 2018 and held it in 10 quarters. The position peaked at $425K in Q3 2021. 778 funds tracked by Wall St. Rank hold WST as of Q1 2024.

Financial Gravity Asset Management reported no remaining West Pharmaceutical position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 West Pharmaceutical share in Q1 2024, an estimated $480.
Financial Gravity Asset Management first reported a position in West Pharmaceutical in Q2 2018 and held it in 10 quarters.
Financial Gravity Asset Management's West Pharmaceutical position peaked at $425K in Q3 2021.
778 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.