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PDS Planning’s West Pharmaceutical WST Stock Holding History

PDS Planning’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
Q2 		– Sell
-530
Closed -$210K – 417
2024
Q1 		$210K Buy
+530
New +$196K 0.02% 350

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PDS Planning's WST Position: Q2 2024 in Review

PDS Planning sold out of West Pharmaceutical (WST) in Q2 2024, closing a stake of 530 shares — an estimated $210K sold.

PDS Planning first reported a position in WST in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 776 funds tracked by Wall St. Rank hold WST as of Q2 2024.

  • PDS Planning reported no remaining West Pharmaceutical position as of Q2 2024 after selling out during the quarter.
  • PDS Planning sold 530 West Pharmaceutical shares in Q2 2024, an estimated $210K.
  • PDS Planning first reported a position in West Pharmaceutical in Q1 2024 and held it in 1 quarter.
  • PDS Planning's West Pharmaceutical position peaked at $210K in Q1 2024.
  • 776 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2024.

Based on PDS Planning's 13F filing for Q2 2024, filed 8 Aug 2024.