Kolinsky Wealth Management’s West Pharmaceutical WST Stock Holding History

Kolinsky 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	–	Sell	-520	Closed	-$206K	–	163
2024 Q1	$206K	Buy	+520	New	+$192K	0.16%	136
2023 Q4	–	Sell	-554	Closed	-$208K	–	146
2023 Q3	$208K	Buy	554 +13	+2%	+$5.03K	0.21%	125
2023 Q2	$204K	Buy	+541	New	+$193K	0.19%	133
2022 Q1	–	Sell	-494	Closed	-$232K	–	166
2021 Q4	$232K	Buy	+494	New	+$213K	0.21%	124

Other funds holding WST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return