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Insigneo Advisory Services’s West Pharmaceutical WST Stock Holding History

Insigneo Advisory Services’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
Q2 		– Sell
-705
Closed -$279K – 646
2024
Q1 		$279K Buy
705
+98
+16% +$36.3K 0.03% 400
2023
Q4 		$214K Buy
607
+15
+3% +$5.31K 0.03% 408
2023
Q3 		$222K Buy
+592
New +$229K 0.05% 347

Other funds holding WST

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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 $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Insigneo Advisory Services's WST Position: Q2 2024 in Review

Insigneo Advisory Services sold out of West Pharmaceutical (WST) in Q2 2024, closing a stake of 705 shares — an estimated $279K sold.

Insigneo Advisory Services first reported a position in WST in Q3 2023 and held it in 3 quarters. The position peaked at $279K in Q1 2024. 777 funds tracked by Wall St. Rank hold WST as of Q2 2024.

  • Insigneo Advisory Services reported no remaining West Pharmaceutical position as of Q2 2024 after selling out during the quarter.
  • Insigneo Advisory Services sold 705 West Pharmaceutical shares in Q2 2024, an estimated $279K.
  • Insigneo Advisory Services first reported a position in West Pharmaceutical in Q3 2023 and held it in 3 quarters.
  • Insigneo Advisory Services's West Pharmaceutical position peaked at $279K in Q1 2024.
  • 777 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2024.

Based on Insigneo Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.