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Kingswood Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Kingswood 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
Q4 		– Sell
-2,298
Closed -$690K – 902
2024
Q3 		$690K Sell
2,298
-169
-7% -$51.8K 0.05% 376
2024
Q2 		$813K Buy
2,467
+1
+0% +$353 0.07% 273
2024
Q1 		$976K Buy
2,466
+103
+4% +$38.1K 0.11% 209
2023
Q4 		$832K Sell
2,363
-2,133
-47% -$755K 0.09% 234
2023
Q3 		$1.69M Buy
+4,496
New +$1.74M 0.29% 89

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Kingswood Wealth Advisors's WST Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of West Pharmaceutical (WST) in Q4 2024, closing a stake of 2,298 shares — an estimated $690K sold.

Kingswood Wealth Advisors first reported a position in WST in Q3 2023 and held it in 5 quarters. The position peaked at $1.69M in Q3 2023. 747 funds tracked by Wall St. Rank hold WST as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining West Pharmaceutical position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,298 West Pharmaceutical shares in Q4 2024, an estimated $690K.
  • Kingswood Wealth Advisors first reported a position in West Pharmaceutical in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's West Pharmaceutical position peaked at $1.69M in Q3 2023.
  • 747 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.