FirstPurpose Wealth’s West Pharmaceutical WST Stock Holding History

FirstPurpose Wealth’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	$396K	Sell	1,016 -20	-2%	-$7.4K	0.14%	129
2023 Q4	$365K	Buy	1,036 +29	+3%	+$10.3K	0.14%	134
2023 Q3	$378K	Sell	1,007 -88	-8%	-$34K	0.16%	107
2023 Q2	$419K	Buy	1,095 +26	+2%	+$9.29K	0.18%	100
2023 Q1	$370K	Buy	1,069 +196	+22%	+$57.3K	0.18%	102
2022 Q4	$205K	Buy	+873	New	+$207K	0.11%	171
2022 Q1	–	Sell	-432	Closed	-$203K	–	164
2021 Q4	$203K	Buy	+432	New	+$186K	0.13%	135

Other funds holding WST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FirstPurpose Wealth's WST Position: Q1 2024 in Review

FirstPurpose Wealth reduced its West Pharmaceutical (WST) stake by 1.9% in Q1 2024, selling an estimated $7.4K and leaving 1,016 shares worth $396K. The position accounts for 0.14% of the portfolio, ranked #129.

FirstPurpose Wealth first reported a position in WST in Q4 2021 and has held it in 7 quarters since. The position peaked at $419K in Q2 2023. 779 funds tracked by Wall St. Rank hold WST as of Q1 2024.

FirstPurpose Wealth held 1,016 shares of West Pharmaceutical worth $396K as of Q1 2024.
FirstPurpose Wealth sold 20 West Pharmaceutical shares in Q1 2024, an estimated $7.4K.
West Pharmaceutical made up 0.14% of FirstPurpose Wealth's portfolio in Q1 2024, its #129 holding.
FirstPurpose Wealth first reported a position in West Pharmaceutical in Q4 2021 and has held it in 7 quarters since.
FirstPurpose Wealth's West Pharmaceutical position peaked at $419K in Q2 2023.
779 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.