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	–	533
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MinichMacGregor Wealth Management's WST Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of West Pharmaceutical (WST) in Q1 2023, closing a stake of 60 shares — an estimated $14.1K sold.

MinichMacGregor Wealth Management first reported a position in WST in Q3 2016 and held it in 10 quarters. The position peaked at $16K in Q2 2018. 695 funds tracked by Wall St. Rank hold WST as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining West Pharmaceutical position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 60 West Pharmaceutical shares in Q1 2023, an estimated $14.1K.
MinichMacGregor Wealth Management first reported a position in West Pharmaceutical in Q3 2016 and held it in 10 quarters.
MinichMacGregor Wealth Management's West Pharmaceutical position peaked at $16K in Q2 2018.
695 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.