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Legacy Wealth Asset Management’s West Pharmaceutical WST Stock Holding History

Legacy Wealth Asset 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
2025
Q1 		– Sell
-813
Closed -$266K – 365
2024
Q4 		$266K Sell
813
-23
-3% -$7.24K 0.07% 320
2024
Q3 		$251K Buy
836
+13
+2% +$3.98K 0.07% 325
2024
Q2 		$271K Buy
823
+22
+3% +$7.78K 0.08% 306
2024
Q1 		$317K Buy
801
+2
+0.3% +$740 0.09% 292
2023
Q4 		$281K Buy
799
+2
+0.3% +$708 0.09% 299
2023
Q3 		$299K Sell
797
-18
-2% -$6.96K 0.11% 279
2023
Q2 		$312K Buy
815
+10
+1% +$3.57K 0.11% 284
2023
Q1 		$279K Buy
+805
New +$235K 0.1% 296
2022
Q4 		– Sell
-877
Closed -$216K – 348
2022
Q3 		$216K Buy
877
+9
+1% +$2.74K 0.09% 299
2022
Q2 		$262K Sell
868
-1
-0.1% -$325 0.11% 250
2022
Q1 		$357K Buy
869
+6
+0.7% +$2.35K 0.13% 229
2021
Q4 		$405K Sell
863
-24
-3% -$10.3K 0.14% 225
2021
Q3 		$377K Sell
887
-25
-3% -$10.5K 0.17% 214
2021
Q2 		$327K Sell
912
-42
-4% -$13.9K 0.15% 237
2021
Q1 		$269K Sell
954
-6
-0.6% -$1.72K 0.12% 253
2020
Q4 		$272K Buy
+960
New +$269K 0.14% 244

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Legacy Wealth Asset Management's WST Position: Q1 2025 in Review

Legacy Wealth Asset Management sold out of West Pharmaceutical (WST) in Q1 2025, closing a stake of 813 shares — an estimated $266K sold.

Legacy Wealth Asset Management first reported a position in WST in Q4 2020 and held it in 16 quarters. The position peaked at $405K in Q4 2021. 715 funds tracked by Wall St. Rank hold WST as of Q1 2025.

  • Legacy Wealth Asset Management reported no remaining West Pharmaceutical position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 813 West Pharmaceutical shares in Q1 2025, an estimated $266K.
  • Legacy Wealth Asset Management first reported a position in West Pharmaceutical in Q4 2020 and held it in 16 quarters.
  • Legacy Wealth Asset Management's West Pharmaceutical position peaked at $405K in Q4 2021.
  • 715 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.