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Optimize Financial’s West Pharmaceutical WST Stock Holding History

Optimize Financial’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
2025
Q1 		– Sell
-735
Closed -$241K – 293
2024
Q4 		$241K Buy
+735
New +$231K 0.18% 176

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Optimize Financial's WST Position: Q1 2025 in Review

Optimize Financial sold out of West Pharmaceutical (WST) in Q1 2025, closing a stake of 735 shares — an estimated $241K sold.

Optimize Financial first reported a position in WST in Q4 2024 and held it in 1 quarter. The position peaked at $241K in Q4 2024. 713 funds tracked by Wall St. Rank hold WST as of Q1 2025.

  • Optimize Financial reported no remaining West Pharmaceutical position as of Q1 2025 after selling out during the quarter.
  • Optimize Financial sold 735 West Pharmaceutical shares in Q1 2025, an estimated $241K.
  • Optimize Financial first reported a position in West Pharmaceutical in Q4 2024 and held it in 1 quarter.
  • Optimize Financial's West Pharmaceutical position peaked at $241K in Q4 2024.
  • 713 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.