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KLR Investment Advisors’s West Pharmaceutical WST Stock Holding History

KLR Investment 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
Q1 		$577K Sell
1,538
-110
-7% -$40.7K 0.42% 62
2023
Q4 		$580K Buy
1,648
+11
+0.7% +$3.89K 0.42% 60
2023
Q3 		$567K Buy
1,637
+3
+0.2% +$1.16K 0.52% 48
2023
Q2 		$625K Sell
1,634
-79
-5% -$28.2K 0.51% 47
2023
Q1 		$594K Sell
1,713
-88
-5% -$25.7K 0.52% 46
2022
Q4 		$424K Buy
+1,801
New +$427K 0.35% 81

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KLR Investment Advisors's WST Position: Q1 2024 in Review

KLR Investment Advisors reduced its West Pharmaceutical (WST) stake by 6.7% in Q1 2024, selling an estimated $40.7K and leaving 1,538 shares worth $577K. The position accounts for 0.42% of the portfolio, ranked #62.

KLR Investment Advisors first reported a position in WST in Q4 2022 and has held it in 6 quarters since. The position peaked at $625K in Q2 2023. 778 funds tracked by Wall St. Rank hold WST as of Q1 2024.

  • KLR Investment Advisors held 1,538 shares of West Pharmaceutical worth $577K as of Q1 2024.
  • KLR Investment Advisors sold 110 West Pharmaceutical shares in Q1 2024, an estimated $40.7K.
  • West Pharmaceutical made up 0.42% of KLR Investment Advisors's portfolio in Q1 2024, its #62 holding.
  • KLR Investment Advisors first reported a position in West Pharmaceutical in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's West Pharmaceutical position peaked at $625K in Q2 2023.
  • 778 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.