OIA
WST icon

OneDigital Investment Advisors’s West Pharmaceutical WST Stock Holding History

OneDigital Investment 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
Q3 		– Sell
-881
Closed -$290K – 1469
2024
Q2 		$290K Buy
+881
New +$311K ﹤0.01% 1122
2024
Q1 		– Sell
-1,600
Closed -$563K – 1168
2023
Q4 		$563K Buy
+1,600
New +$566K 0.01% 670

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneDigital Investment Advisors's WST Position: Q3 2024 in Review

OneDigital Investment Advisors sold out of West Pharmaceutical (WST) in Q3 2024, closing a stake of 881 shares — an estimated $290K sold.

OneDigital Investment Advisors first reported a position in WST in Q4 2023 and held it in 2 quarters. The position peaked at $563K in Q4 2023. 730 funds tracked by Wall St. Rank hold WST as of Q3 2024.

  • OneDigital Investment Advisors reported no remaining West Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 881 West Pharmaceutical shares in Q3 2024, an estimated $290K.
  • OneDigital Investment Advisors first reported a position in West Pharmaceutical in Q4 2023 and held it in 2 quarters.
  • OneDigital Investment Advisors's West Pharmaceutical position peaked at $563K in Q4 2023.
  • 730 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2024.

Based on OneDigital Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.