RVW Wealth’s West Pharmaceutical WST Stock Holding History

RVW Wealth’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 Q4	–	Sell	-102	Closed	-$38.3K	–	367
2023 Q3	$38.3K	Buy	+102	New	+$39.4K	﹤0.01%	261

Other funds holding WST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RVW Wealth's WST Position: Q4 2023 in Review

RVW Wealth sold out of West Pharmaceutical (WST) in Q4 2023, closing a stake of 102 shares — an estimated $38.3K sold.

RVW Wealth first reported a position in WST in Q3 2023 and held it in 1 quarter. The position peaked at $38.3K in Q3 2023. 782 funds tracked by Wall St. Rank hold WST as of Q4 2023.

RVW Wealth reported no remaining West Pharmaceutical position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 102 West Pharmaceutical shares in Q4 2023, an estimated $38.3K.
RVW Wealth first reported a position in West Pharmaceutical in Q3 2023 and held it in 1 quarter.
RVW Wealth's West Pharmaceutical position peaked at $38.3K in Q3 2023.
782 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.