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Financial Synergies Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Financial Synergies Wealth Advisors’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
Q2 		– Sell
-4
Closed -$1.58K – 484
2024
Q1 		$1.58K Hold
4
– – ﹤0.01% 351
2023
Q4 		$942 Hold
4
– – ﹤0.01% 334
2023
Q3 		$1.5K Hold
4
– – ﹤0.01% 334
2023
Q2 		$1.53K Hold
4
– – ﹤0.01% 321
2023
Q1 		$1.39K Hold
4
– – ﹤0.01% 345
2022
Q4 		$942 Sell
4
-1
-20% -$237 ﹤0.01% 334
2022
Q3 		$1.23K Buy
+5
New +$1.52K ﹤0.01% 272

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 $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Synergies Wealth Advisors's WST Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of West Pharmaceutical (WST) in Q2 2024, closing a stake of 4 shares — an estimated $1.58K sold.

Financial Synergies Wealth Advisors first reported a position in WST in Q3 2022 and held it in 7 quarters. The position peaked at $1.58K in Q1 2024. 777 funds tracked by Wall St. Rank hold WST as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining West Pharmaceutical position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 4 West Pharmaceutical shares in Q2 2024, an estimated $1.58K.
  • Financial Synergies Wealth Advisors first reported a position in West Pharmaceutical in Q3 2022 and held it in 7 quarters.
  • Financial Synergies Wealth Advisors's West Pharmaceutical position peaked at $1.58K in Q1 2024.
  • 777 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.