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IVC Wealth Advisors’s West Pharmaceutical WST Stock Holding History

IVC 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
2024
Q2 		– Sell
-600
Closed -$237K – 171
2024
Q1 		$237K Sell
600
-150
-20% -$55.5K 0.14% 146
2023
Q4 		$264K Hold
750
– – 0.16% 119
2023
Q3 		$281K Sell
750
-100
-12% -$38.7K 0.19% 113
2023
Q2 		$325K Sell
850
-150
-15% -$53.6K 0.21% 108
2023
Q1 		$346K Hold
1,000
– – 0.25% 91
2022
Q4 		$235K Hold
1,000
– – 0.17% 127
2022
Q3 		$246K Hold
1,000
– – 0.2% 117
2022
Q2 		$302K Hold
1,000
– – 0.23% 107
2022
Q1 		$411K Hold
1,000
– – 0.27% 94
2021
Q4 		$469K Buy
+1,000
New +$430K 0.3% 86

Other funds holding WST

Vanguard Group
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 $3.37T AUM 44.26% 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

IVC Wealth Advisors's WST Position: Q2 2024 in Review

IVC Wealth Advisors sold out of West Pharmaceutical (WST) in Q2 2024, closing a stake of 600 shares — an estimated $237K sold.

IVC Wealth Advisors first reported a position in WST in Q4 2021 and held it in 10 quarters. The position peaked at $469K in Q4 2021. 777 funds tracked by Wall St. Rank hold WST as of Q2 2024.

  • IVC Wealth Advisors reported no remaining West Pharmaceutical position as of Q2 2024 after selling out during the quarter.
  • IVC Wealth Advisors sold 600 West Pharmaceutical shares in Q2 2024, an estimated $237K.
  • IVC Wealth Advisors first reported a position in West Pharmaceutical in Q4 2021 and held it in 10 quarters.
  • IVC Wealth Advisors's West Pharmaceutical position peaked at $469K in Q4 2021.
  • 777 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2024.

Based on IVC Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.