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Robertson Stephens Wealth Management’s West Pharmaceutical WST Stock Holding History

Robertson Stephens 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
2024
Q4 		– Sell
-1,347
Closed -$404K – 645
2024
Q3 		$404K Buy
+1,347
New +$413K 0.01% 458

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Robertson Stephens Wealth Management's WST Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of West Pharmaceutical (WST) in Q4 2024, closing a stake of 1,347 shares — an estimated $404K sold.

Robertson Stephens Wealth Management first reported a position in WST in Q3 2024 and held it in 1 quarter. The position peaked at $404K in Q3 2024. 747 funds tracked by Wall St. Rank hold WST as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining West Pharmaceutical position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,347 West Pharmaceutical shares in Q4 2024, an estimated $404K.
  • Robertson Stephens Wealth Management first reported a position in West Pharmaceutical in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's West Pharmaceutical position peaked at $404K in Q3 2024.
  • 747 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.