Institutional & Family Asset Management’s West Pharmaceutical WST Stock Holding History

Institutional & Family Asset Management’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	$4.28K	Buy	+13	New	+$4.59K	﹤0.01%	516
2019 Q3	–	Sell	-13	Closed	-$2K	–	892
2019 Q2	$2K	Hold	13	–	–	﹤0.01%	753
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	816
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	796
2018 Q3	$2K	Hold	13	–	–	﹤0.01%	765
2018 Q2	$1K	Sell	13 -14	-52%	-$1.29K	﹤0.01%	820
2018 Q1	$2K	Buy	+27	New	+$2.53K	﹤0.01%	737

Other funds holding WST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Institutional & Family Asset Management's WST Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in West Pharmaceutical (WST) in Q2 2024: 13 shares worth $4.28K. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in WST as recently as Q2 2019.

Institutional & Family Asset Management first reported a position in WST in Q1 2018 and has held it in 7 quarters since. 777 funds tracked by Wall St. Rank hold WST as of Q2 2024.

Institutional & Family Asset Management held 13 shares of West Pharmaceutical worth $4.28K as of Q2 2024.
West Pharmaceutical was a new Institutional & Family Asset Management position in Q2 2024.
West Pharmaceutical made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #516 holding.
Institutional & Family Asset Management first reported a position in West Pharmaceutical in Q1 2018 and has held it in 7 quarters since.
777 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.