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Kelly Financial Services’s West Pharmaceutical WST Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-23
Closed -$7.59K – 763
2024
Q2 		$7.59K Hold
23
– – ﹤0.01% 448
2024
Q1 		$9.11K Hold
23
– – ﹤0.01% 441
2023
Q4 		$8.11K Hold
23
– – ﹤0.01% 417
2023
Q3 		$8.63K Buy
23
+9
+64% +$3.48K ﹤0.01% 396
2023
Q2 		$5.36K Buy
+14
New +$5K ﹤0.01% 443

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kelly Financial Services's WST Position: Q3 2024 in Review

Kelly Financial Services sold out of West Pharmaceutical (WST) in Q3 2024, closing a stake of 23 shares — an estimated $7.59K sold.

Kelly Financial Services first reported a position in WST in Q2 2023 and held it in 5 quarters. The position peaked at $9.11K in Q1 2024. 730 funds tracked by Wall St. Rank hold WST as of Q3 2024.

  • Kelly Financial Services reported no remaining West Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 23 West Pharmaceutical shares in Q3 2024, an estimated $7.59K.
  • Kelly Financial Services first reported a position in West Pharmaceutical in Q2 2023 and held it in 5 quarters.
  • Kelly Financial Services's West Pharmaceutical position peaked at $9.11K in Q1 2024.
  • 730 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.