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Laurel Wealth Advisors (California)’s West Pharmaceutical WST Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$990K Buy
4,205
+1,185
+39% +$281K 0.1% 216
2022
Q3 		$743K Buy
3,020
+892
+42% +$272K 0.08% 268
2022
Q2 		$643K Hold
2,128
– – 0.07% 305
2022
Q1 		$874K Hold
2,128
– – 0.07% 267
2021
Q4 		$998K Buy
+2,128
New +$916K 0.08% 256

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laurel Wealth Advisors (California)'s WST Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its West Pharmaceutical (WST) stake by 39% in Q4 2022, buying an estimated $281K and bringing the position to 4,205 shares worth $990K. The position accounts for 0.1% of the portfolio, ranked #216.

Laurel Wealth Advisors (California) first reported a position in WST in Q4 2021 and has held it in 5 quarters since. The position peaked at $998K in Q4 2021. 637 funds tracked by Wall St. Rank hold WST as of Q4 2022.

  • Laurel Wealth Advisors (California) held 4,205 shares of West Pharmaceutical worth $990K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 1,185 West Pharmaceutical shares in Q4 2022, an estimated $281K.
  • West Pharmaceutical made up 0.1% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #216 holding.
  • Laurel Wealth Advisors (California) first reported a position in West Pharmaceutical in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s West Pharmaceutical position peaked at $998K in Q4 2021.
  • 637 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.