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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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kolinsky Wealth Management's WST Position: Q2 2024 in Review

Kolinsky Wealth Management sold out of West Pharmaceutical (WST) in Q2 2024, closing a stake of 520 shares — an estimated $206K sold.

Kolinsky Wealth Management first reported a position in WST in Q4 2021 and held it in 4 quarters. The position peaked at $232K in Q4 2021. 777 funds tracked by Wall St. Rank hold WST as of Q2 2024.

  • Kolinsky Wealth Management reported no remaining West Pharmaceutical position as of Q2 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 520 West Pharmaceutical shares in Q2 2024, an estimated $206K.
  • Kolinsky Wealth Management first reported a position in West Pharmaceutical in Q4 2021 and held it in 4 quarters.
  • Kolinsky Wealth Management's West Pharmaceutical position peaked at $232K in Q4 2021.
  • 777 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2024.

Based on Kolinsky Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.