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First Trust Direct Indexing’s West Pharmaceutical WST Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-3,511
Closed -$1.05M – 942
2024
Q3 		$1.05M Buy
3,511
+683
+24% +$209K 0.06% 330
2024
Q2 		$932K Sell
2,828
-21
-0.7% -$7.42K 0.06% 327
2024
Q1 		$1.13M Buy
2,849
+275
+11% +$102K 0.08% 271
2023
Q4 		$906K Buy
2,574
+63
+3% +$22.3K 0.08% 288
2023
Q3 		$942K Buy
2,511
+386
+18% +$149K 0.11% 216
2023
Q2 		$813K Sell
2,125
-160
-7% -$57.2K 0.09% 268
2023
Q1 		$792K Sell
2,285
-118
-5% -$34.5K 0.09% 271
2022
Q4 		$566K Buy
2,403
+221
+10% +$52.4K 0.08% 347
2022
Q3 		$537K Sell
2,182
-35
-2% -$10.7K 0.08% 326
2022
Q2 		$670K Buy
2,217
+56
+3% +$18.2K 0.09% 277
2022
Q1 		$888K Buy
2,161
+103
+5% +$40.3K 0.11% 245
2021
Q4 		$965K Sell
2,058
-73
-3% -$31.4K 0.13% 193
2021
Q3 		$905K Buy
2,131
+1,154
+118% +$486K 0.13% 199
2021
Q2 		$351K Buy
+977
New +$323K 0.05% 425
2021
Q1 		– Sell
-116
Closed -$33K – 1005
2020
Q4 		$33K Buy
+116
New +$32.6K 0.01% 827

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

First Trust Direct Indexing's WST Position: Q4 2024 in Review

First Trust Direct Indexing sold out of West Pharmaceutical (WST) in Q4 2024, closing a stake of 3,511 shares — an estimated $1.05M sold.

First Trust Direct Indexing first reported a position in WST in Q4 2020 and held it in 15 quarters. The position peaked at $1.13M in Q1 2024. 748 funds tracked by Wall St. Rank hold WST as of Q4 2024.

  • First Trust Direct Indexing reported no remaining West Pharmaceutical position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,511 West Pharmaceutical shares in Q4 2024, an estimated $1.05M.
  • First Trust Direct Indexing first reported a position in West Pharmaceutical in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's West Pharmaceutical position peaked at $1.13M in Q1 2024.
  • 748 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.