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FSM Wealth Advisors’s West Pharmaceutical WST Stock Holding History

FSM 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
2023
Q3 		– Sell
-555
Closed -$208K – 171
2023
Q2 		$208K Sell
555
-28
-5% -$10K 0.1% 161
2023
Q1 		$202K Buy
+583
New +$170K 0.12% 156

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

FSM Wealth Advisors's WST Position: Q3 2023 in Review

FSM Wealth Advisors sold out of West Pharmaceutical (WST) in Q3 2023, closing a stake of 555 shares — an estimated $208K sold.

FSM Wealth Advisors first reported a position in WST in Q1 2023 and held it in 2 quarters. The position peaked at $208K in Q2 2023. 757 funds tracked by Wall St. Rank hold WST as of Q3 2023.

  • FSM Wealth Advisors reported no remaining West Pharmaceutical position as of Q3 2023 after selling out during the quarter.
  • FSM Wealth Advisors sold 555 West Pharmaceutical shares in Q3 2023, an estimated $208K.
  • FSM Wealth Advisors first reported a position in West Pharmaceutical in Q1 2023 and held it in 2 quarters.
  • FSM Wealth Advisors's West Pharmaceutical position peaked at $208K in Q2 2023.
  • 757 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2023.

Based on FSM Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.