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Lake Street Advisors Group’s West Pharmaceutical WST Stock Holding History

Lake Street Advisors Group’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 		$233K Buy
711
+39
+6% +$12.3K 0.01% 522
2024
Q3 		$202K Sell
672
-101
-13% -$30.9K 0.01% 563
2024
Q2 		$255K Sell
773
-19
-2% -$6.71K 0.01% 482
2024
Q1 		$313K Sell
792
-7
-0.9% -$2.59K 0.01% 449
2023
Q4 		$281K Buy
+799
New +$283K 0.01% 461

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 $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

Lake Street Advisors Group's WST Position: Q4 2024 in Review

Lake Street Advisors Group increased its West Pharmaceutical (WST) stake by 5.8% in Q4 2024, buying an estimated $12.3K and bringing the position to 711 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #522.

Lake Street Advisors Group first reported a position in WST in Q4 2023 and has held it in 5 quarters since. The position peaked at $313K in Q1 2024. 748 funds tracked by Wall St. Rank hold WST as of Q4 2024.

  • Lake Street Advisors Group held 711 shares of West Pharmaceutical worth $233K as of Q4 2024.
  • Lake Street Advisors Group bought 39 West Pharmaceutical shares in Q4 2024, an estimated $12.3K.
  • West Pharmaceutical made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #522 holding.
  • Lake Street Advisors Group first reported a position in West Pharmaceutical in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's West Pharmaceutical position peaked at $313K in Q1 2024.
  • 748 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.