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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

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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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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