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Laurel Wealth Planning’s West Pharmaceutical WST Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-500
Closed -$118K – 209
2022
Q4 		$118K Sell
500
-400
-44% -$94.8K 0.08% 78
2022
Q3 		$221K Hold
900
– – 0.16% 53
2022
Q2 		$272K Sell
900
-300
-25% -$97.6K 0.19% 52
2022
Q1 		$493K Buy
+1,200
New +$470K 0.33% 51

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Laurel Wealth Planning's WST Position: Q1 2023 in Review

Laurel Wealth Planning sold out of West Pharmaceutical (WST) in Q1 2023, closing a stake of 500 shares — an estimated $118K sold.

Laurel Wealth Planning first reported a position in WST in Q1 2022 and held it in 4 quarters. The position peaked at $493K in Q1 2022. 695 funds tracked by Wall St. Rank hold WST as of Q1 2023.

  • Laurel Wealth Planning reported no remaining West Pharmaceutical position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 500 West Pharmaceutical shares in Q1 2023, an estimated $118K.
  • Laurel Wealth Planning first reported a position in West Pharmaceutical in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's West Pharmaceutical position peaked at $493K in Q1 2022.
  • 695 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.