Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MWM
Mascoma Wealth Management’s
West Pharmaceutical
WST
Stock Holding History
Mascoma Wealth Management’s Portfolio
WST Stock Details
WST Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-3
Closed
-$988
–
503
2024
Q2
$988
Hold
3
–
–
﹤0.01%
470
2024
Q1
$1.19K
Hold
3
–
–
﹤0.01%
433
2023
Q4
$1.06K
Hold
3
–
–
﹤0.01%
449
2023
Q3
$1.13K
Hold
3
–
–
﹤0.01%
477
2023
Q2
$1.2K
Hold
3
–
–
﹤0.01%
457
2023
Q1
$1.08K
Sell
3
-50
-94%
-$14.6K
﹤0.01%
562
2022
Q4
$12.5K
Buy
53
+3
+6%
+$711
﹤0.01%
383
2022
Q3
$12K
Hold
50
–
–
﹤0.01%
383
2022
Q2
$15K
Hold
50
–
–
0.01%
378
2022
Q1
$21K
Hold
50
–
–
0.01%
367
2021
Q4
$23K
Buy
+50
New
+$21.5K
0.01%
315
Other funds holding WST
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$62.3B AUM
26.25%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
APG Asset Management
Amsterdam, Netherlands
$31.6B AUM
19.33%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close