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Significant Wealth Partners’s West Pharmaceutical WST Stock Holding History

Significant Wealth Partners’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
Q1 		– Sell
-1,437
Closed -$506K – 204
2023
Q4 		$506K Buy
+1,437
New +$509K 0.37% 76

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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Significant Wealth Partners's WST Position: Q1 2024 in Review

Significant Wealth Partners sold out of West Pharmaceutical (WST) in Q1 2024, closing a stake of 1,437 shares — an estimated $506K sold.

Significant Wealth Partners first reported a position in WST in Q4 2023 and held it in 1 quarter. The position peaked at $506K in Q4 2023. 778 funds tracked by Wall St. Rank hold WST as of Q1 2024.

  • Significant Wealth Partners reported no remaining West Pharmaceutical position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 1,437 West Pharmaceutical shares in Q1 2024, an estimated $506K.
  • Significant Wealth Partners first reported a position in West Pharmaceutical in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's West Pharmaceutical position peaked at $506K in Q4 2023.
  • 778 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.