MWM
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MinichMacGregor Wealth Management’s West Pharmaceutical WST Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-60
Closed -$14.1K – 664
2022
Q4 		$14.1K Buy
+60
New +$14.2K 0.01% 374
2018
Q4 		– Sell
-105
Closed -$12K – 534
2018
Q3 		$12K Sell
105
-58
-36% -$6.5K 0.01% 300
2018
Q2 		$16K Hold
163
– – 0.01% 239
2018
Q1 		$14K Buy
163
+24
+17% +$2.25K 0.01% 257
2017
Q4 		$13K Buy
139
+15
+12% +$1.47K 0.01% 268
2017
Q3 		$11K Buy
124
+23
+23% +$2.08K 0.01% 278
2017
Q2 		$9K Sell
101
-91
-47% -$8.37K 0.01% 294
2017
Q1 		$15K Sell
192
-5
-3% -$418 0.01% 220
2016
Q4 		$16K Buy
197
+33
+20% +$2.6K 0.02% 198
2016
Q3 		$12K Buy
+164
New +$13K 0.01% 248

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return