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Jackson Grant Investment Advisers’s West Pharmaceutical WST Stock Holding History

Jackson Grant Investment Advisers’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
-4
Closed -$1.58K – 410
2024
Q1 		$1.58K Hold
4
– – ﹤0.01% 374
2023
Q4 		$1.41K Hold
4
– – ﹤0.01% 371
2023
Q3 		$1.5K Hold
4
– – ﹤0.01% 363
2023
Q2 		$1.53K Hold
4
– – ﹤0.01% 387
2023
Q1 		$1.39K Buy
+4
New +$1.17K ﹤0.01% 423

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 $3.38T 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

Jackson Grant Investment Advisers's WST Position: Q2 2024 in Review

Jackson Grant Investment Advisers sold out of West Pharmaceutical (WST) in Q2 2024, closing a stake of 4 shares — an estimated $1.58K sold.

Jackson Grant Investment Advisers first reported a position in WST in Q1 2023 and held it in 5 quarters. The position peaked at $1.58K in Q1 2024. 777 funds tracked by Wall St. Rank hold WST as of Q2 2024.

  • Jackson Grant Investment Advisers reported no remaining West Pharmaceutical position as of Q2 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 4 West Pharmaceutical shares in Q2 2024, an estimated $1.58K.
  • Jackson Grant Investment Advisers first reported a position in West Pharmaceutical in Q1 2023 and held it in 5 quarters.
  • Jackson Grant Investment Advisers's West Pharmaceutical position peaked at $1.58K in Q1 2024.
  • 777 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2024, filed 16 Jul 2024.