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HBK Sorce Advisory’s West Pharmaceutical WST Stock Holding History

HBK Sorce Advisory’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
2025
Q4 		– Sell
-774
Closed -$204K – 672
2025
Q3 		$204K Buy
+774
New +$188K 0.01% 577
2025
Q2 		– Sell
-1,275
Closed -$285K – 637
2025
Q1 		$285K Sell
1,275
-22
-2% -$6.06K 0.01% 465
2024
Q4 		$425K Sell
1,297
-11
-0.8% -$3.46K 0.01% 374
2024
Q3 		$393K Buy
1,308
+292
+29% +$89.4K 0.01% 398
2024
Q2 		$335K Sell
1,016
-25
-2% -$8.84K 0.01% 415
2024
Q1 		$412K Sell
1,041
-712
-41% -$263K 0.01% 386
2023
Q4 		$617K Sell
1,753
-32
-2% -$11.3K 0.02% 280
2023
Q3 		$670K Sell
1,785
-11
-0.6% -$4.25K 0.03% 256
2023
Q2 		$687K Sell
1,796
-91
-5% -$32.5K 0.03% 265
2023
Q1 		$654K Sell
1,887
-2,085
-52% -$609K 0.03% 282
2022
Q4 		$935K Buy
3,972
+2,739
+222% +$649K 0.03% 300
2022
Q3 		$303K Buy
1,233
+28
+2% +$8.53K 0.02% 364
2022
Q2 		$364K Buy
1,205
+177
+17% +$57.6K 0.03% 297
2022
Q1 		$422K Sell
1,028
-42
-4% -$16.4K 0.02% 327
2021
Q4 		$502K Buy
1,070
+43
+4% +$18.5K 0.03% 328
2021
Q3 		$436K Buy
1,027
+53
+5% +$22.3K 0.02% 348
2021
Q2 		$350K Sell
974
-27
-3% -$8.92K 0.02% 412
2021
Q1 		$282K Buy
1,001
+106
+12% +$30.3K 0.02% 412
2020
Q4 		$254K Buy
895
+109
+14% +$30.6K 0.02% 420
2020
Q3 		$216K Buy
+786
New +$208K 0.02% 408

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return