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Mascoma Wealth Management’s West Pharmaceutical WST Stock Holding History

Mascoma 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
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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mascoma Wealth Management's WST Position: Q3 2024 in Review

Mascoma Wealth Management sold out of West Pharmaceutical (WST) in Q3 2024, closing a stake of 3 shares — an estimated $988 sold.

Mascoma Wealth Management first reported a position in WST in Q4 2021 and held it in 11 quarters. The position peaked at $23K in Q4 2021. 730 funds tracked by Wall St. Rank hold WST as of Q3 2024.

  • Mascoma Wealth Management reported no remaining West Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 3 West Pharmaceutical shares in Q3 2024, an estimated $988.
  • Mascoma Wealth Management first reported a position in West Pharmaceutical in Q4 2021 and held it in 11 quarters.
  • Mascoma Wealth Management's West Pharmaceutical position peaked at $23K in Q4 2021.
  • 730 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.