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JP Morgan Private Wealth Advisors’s West Pharmaceutical WST Stock Holding History

JP Morgan Private 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
2023
Q2 		– Sell
-2,213
Closed -$767K – 1926
2023
Q1 		$767K Sell
2,213
-475
-18% -$139K ﹤0.01% 1291
2022
Q4 		$633K Sell
2,688
-5,564
-67% -$1.32M ﹤0.01% 1364
2022
Q3 		$2.03M Buy
8,252
+227
+3% +$69.2K 0.01% 833
2022
Q2 		$2.43M Sell
8,025
-3,123
-28% -$1.02M 0.01% 781
2022
Q1 		$4.58M Sell
11,148
-239
-2% -$93.6K 0.01% 644
2021
Q4 		$5.34M Buy
11,387
+999
+10% +$430K 0.01% 592
2021
Q3 		$4.41M Buy
10,388
+856
+9% +$361K 0.01% 622
2021
Q2 		$3.42M Buy
9,532
+3,124
+49% +$1.03M 0.01% 692
2021
Q1 		$1.81M Sell
6,408
-926
-13% -$265K 0.01% 806
2020
Q4 		$2.08M Buy
7,334
+1,004
+16% +$282K 0.01% 715
2020
Q3 		$1.74M Buy
6,330
+2,922
+86% +$773K 0.01% 687
2020
Q2 		$774K Sell
3,408
-352
-9% -$69.2K ﹤0.01% 902
2020
Q1 		$572K Buy
+3,760
New +$579K ﹤0.01% 886
2019
Q2 		– Sell
-1,822
Closed -$201K – 1467
2019
Q1 		$201K Sell
1,822
-324
-15% -$33.7K ﹤0.01% 1376
2018
Q4 		$210K Buy
2,146
+7
+0.3% +$760 ﹤0.01% 1326
2018
Q3 		$264K Sell
2,139
-56
-3% -$6.28K ﹤0.01% 1363
2018
Q2 		$218K Sell
2,195
-297
-12% -$27.3K ﹤0.01% 1333
2018
Q1 		$220K Buy
2,492
+347
+16% +$32.5K ﹤0.01% 1158
2017
Q4 		$211K Buy
+2,145
New +$210K ﹤0.01% 1171
2017
Q2 		– Sell
-2,590
Closed -$212K – 1354
2017
Q1 		$212K Buy
+2,590
New +$217K ﹤0.01% 1217
2014
Q2 		– Sell
-6,152
Closed -$271K – 925
2014
Q1 		$271K Buy
+6,152
New +$290K 0.01% 742

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WST Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of West Pharmaceutical (WST) in Q2 2023, closing a stake of 2,213 shares — an estimated $767K sold.

JP Morgan Private Wealth Advisors first reported a position in WST in Q1 2014 and held it in 21 quarters. The position peaked at $5.34M in Q4 2021. 735 funds tracked by Wall St. Rank hold WST as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining West Pharmaceutical position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,213 West Pharmaceutical shares in Q2 2023, an estimated $767K.
  • JP Morgan Private Wealth Advisors first reported a position in West Pharmaceutical in Q1 2014 and held it in 21 quarters.
  • JP Morgan Private Wealth Advisors's West Pharmaceutical position peaked at $5.34M in Q4 2021.
  • 735 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.