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Lifeworks Advisors’s West Pharmaceutical WST Stock Holding History

Lifeworks Advisors’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
Q1 		– Sell
-1,090
Closed -$384K – 235
2023
Q4 		$384K Sell
1,090
-6
-0.5% -$2.12K 0.13% 140
2023
Q3 		$411K Sell
1,096
-407
-27% -$157K 0.16% 131
2023
Q2 		$575K Sell
1,503
-123
-8% -$43.9K 0.24% 98
2023
Q1 		$563K Sell
1,626
-15
-0.9% -$4.38K 0.27% 99
2022
Q4 		$386K Sell
1,641
-660
-29% -$156K 0.22% 93
2022
Q3 		$529K Sell
2,301
-2,393
-51% -$729K 0.3% 87
2022
Q2 		$1.42M Buy
4,694
+1,228
+35% +$400K 0.9% 30
2022
Q1 		$1.42M Sell
3,466
-46
-1% -$18K 0.94% 31
2021
Q4 		$1.65M Buy
+3,512
New +$1.51M 1.31% 21

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lifeworks Advisors's WST Position: Q1 2024 in Review

Lifeworks Advisors sold out of West Pharmaceutical (WST) in Q1 2024, closing a stake of 1,090 shares — an estimated $384K sold.

Lifeworks Advisors first reported a position in WST in Q4 2021 and held it in 9 quarters. The position peaked at $1.65M in Q4 2021. 778 funds tracked by Wall St. Rank hold WST as of Q1 2024.

  • Lifeworks Advisors reported no remaining West Pharmaceutical position as of Q1 2024 after selling out during the quarter.
  • Lifeworks Advisors sold 1,090 West Pharmaceutical shares in Q1 2024, an estimated $384K.
  • Lifeworks Advisors first reported a position in West Pharmaceutical in Q4 2021 and held it in 9 quarters.
  • Lifeworks Advisors's West Pharmaceutical position peaked at $1.65M in Q4 2021.
  • 778 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2024.

Based on Lifeworks Advisors's 13F filing for Q1 2024, filed 10 May 2024.