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Janiczek Wealth Management’s West Pharmaceutical WST Stock Holding History

Janiczek Wealth 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 		$26K Sell
79
-21
-21% -$7.42K 0.01% 514
2024
Q1 		$39.6K Buy
100
+1
+1% +$370 0.01% 445
2023
Q4 		$34.9K Sell
99
-4
-4% -$1.42K 0.01% 454
2023
Q3 		$38.6K Sell
103
-2
-2% -$773 0.01% 400
2023
Q2 		$40.2K Sell
105
-44
-30% -$15.7K 0.01% 348
2023
Q1 		$54.2K Buy
149
+37
+33% +$10.8K 0.02% 306
2022
Q4 		$27.8K Buy
112
+57
+104% +$13.5K 0.01% 403
2022
Q3 		$14K Sell
55
-75
-58% -$22.8K ﹤0.01% 499
2022
Q2 		$45K Sell
130
-69
-35% -$22.5K 0.01% 329
2022
Q1 		$82K Sell
199
-62
-24% -$24.3K 0.02% 235
2021
Q4 		$122K Buy
261
+92
+54% +$39.6K 0.04% 165
2021
Q3 		$72K Buy
169
+84
+99% +$35.4K 0.03% 223
2021
Q2 		$31K Buy
85
+13
+18% +$4.29K 0.01% 348
2021
Q1 		$20K Sell
72
-112
-61% -$32.1K 0.01% 406
2020
Q4 		$52K Buy
184
+133
+261% +$37.3K 0.03% 199
2020
Q3 		$14K Buy
+51
New +$13.5K 0.01% 200

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

Janiczek Wealth Management's WST Position: Q2 2024 in Review

Janiczek Wealth Management reduced its West Pharmaceutical (WST) stake by 21% in Q2 2024, selling an estimated $7.42K and leaving 79 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #514.

Janiczek Wealth Management first reported a position in WST in Q3 2020 and has held it in 16 quarters since. The position peaked at $122K in Q4 2021. 777 funds tracked by Wall St. Rank hold WST as of Q2 2024.

  • Janiczek Wealth Management held 79 shares of West Pharmaceutical worth $26K as of Q2 2024.
  • Janiczek Wealth Management sold 21 West Pharmaceutical shares in Q2 2024, an estimated $7.42K.
  • West Pharmaceutical made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #514 holding.
  • Janiczek Wealth Management first reported a position in West Pharmaceutical in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's West Pharmaceutical position peaked at $122K in Q4 2021.
  • 777 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.