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Safeguard Financial’s West Pharmaceutical WST Stock Holding History

Safeguard 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
2023
Q3 		– Sell
-84
Closed -$32K – 561
2023
Q2 		$32K Buy
+84
New +$30K 0.02% 204

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Safeguard Financial's WST Position: Q3 2023 in Review

Safeguard Financial sold out of West Pharmaceutical (WST) in Q3 2023, closing a stake of 84 shares — an estimated $32K sold.

Safeguard Financial first reported a position in WST in Q2 2023 and held it in 1 quarter. The position peaked at $32K in Q2 2023. 757 funds tracked by Wall St. Rank hold WST as of Q3 2023.

  • Safeguard Financial reported no remaining West Pharmaceutical position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 84 West Pharmaceutical shares in Q3 2023, an estimated $32K.
  • Safeguard Financial first reported a position in West Pharmaceutical in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's West Pharmaceutical position peaked at $32K in Q2 2023.
  • 757 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.