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Legacy Capital Wealth Partners’s West Pharmaceutical WST Stock Holding History

Legacy Capital Wealth Partners’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
Q3 		– Sell
-655
Closed -$216K – 377
2024
Q2 		$216K Buy
+655
New +$231K 0.05% 287

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Brown Advisory
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Franklin Resources
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APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
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Legacy Capital Wealth Partners's WST Position: Q3 2024 in Review

Legacy Capital Wealth Partners sold out of West Pharmaceutical (WST) in Q3 2024, closing a stake of 655 shares — an estimated $216K sold.

Legacy Capital Wealth Partners first reported a position in WST in Q2 2024 and held it in 1 quarter. The position peaked at $216K in Q2 2024. 729 funds tracked by Wall St. Rank hold WST as of Q3 2024.

  • Legacy Capital Wealth Partners reported no remaining West Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 655 West Pharmaceutical shares in Q3 2024, an estimated $216K.
  • Legacy Capital Wealth Partners first reported a position in West Pharmaceutical in Q2 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's West Pharmaceutical position peaked at $216K in Q2 2024.
  • 729 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2024, filed 4 Nov 2024.