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Householder Group Estate & Retirement Specialist’s West Pharmaceutical WST Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-49
Closed -$18.4K – 1353
2023
Q3 		$18.4K Buy
+49
New +$18.9K 0.01% 658
2023
Q1 		$17K Buy
+49
New +$14.3K 0.01% 677
2022
Q4 		– Sell
-148
Closed -$36K – 1172
2022
Q3 		$36K Buy
+148
New +$45.1K 0.01% 459

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WST Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of West Pharmaceutical (WST) in Q4 2023, closing a stake of 49 shares — an estimated $18.4K sold.

Householder Group Estate & Retirement Specialist first reported a position in WST in Q3 2022 and held it in 3 quarters. The position peaked at $36K in Q3 2022. 783 funds tracked by Wall St. Rank hold WST as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining West Pharmaceutical position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 49 West Pharmaceutical shares in Q4 2023, an estimated $18.4K.
  • Householder Group Estate & Retirement Specialist first reported a position in West Pharmaceutical in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's West Pharmaceutical position peaked at $36K in Q3 2022.
  • 783 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.