LWM
WST icon

Liberty Wealth Management’s West Pharmaceutical WST Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-350
Closed -$146K – 1113
2021
Q3 		$146K Buy
350
+215
+159% +$90.6K 0.05% 217
2021
Q2 		$48K Buy
135
+119
+744% +$39.3K 0.02% 327
2021
Q1 		$4K Hold
16
– – ﹤0.01% 748
2020
Q4 		$4K Hold
16
– – ﹤0.01% 744
2020
Q3 		$4K Buy
+16
New +$4.23K ﹤0.01% 679

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Liberty Wealth Management's WST Position: Q4 2021 in Review

Liberty Wealth Management sold out of West Pharmaceutical (WST) in Q4 2021, closing a stake of 350 shares — an estimated $146K sold.

Liberty Wealth Management first reported a position in WST in Q3 2020 and held it in 5 quarters. The position peaked at $146K in Q3 2021. 729 funds tracked by Wall St. Rank hold WST as of Q4 2021.

  • Liberty Wealth Management reported no remaining West Pharmaceutical position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 350 West Pharmaceutical shares in Q4 2021, an estimated $146K.
  • Liberty Wealth Management first reported a position in West Pharmaceutical in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's West Pharmaceutical position peaked at $146K in Q3 2021.
  • 729 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.