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Simplicity Solutions’s West Pharmaceutical WST Stock Holding History

Simplicity Solutions’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 		$751K Sell
2,133
-12
-0.6% -$4.25K 0.02% 533
2023
Q3 		$805K Sell
2,145
-53
-2% -$20.5K 0.03% 466
2023
Q2 		$841K Buy
2,198
+20
+0.9% +$7.14K 0.02% 507
2023
Q1 		$755K Buy
2,178
+773
+55% +$226K 0.02% 565
2022
Q4 		$331K Buy
1,405
+305
+28% +$72.3K 0.05% 448
2022
Q3 		$271K Buy
1,100
+137
+14% +$41.7K 0.04% 494
2022
Q2 		$291K Buy
963
+137
+17% +$44.6K 0.04% 445
2022
Q1 		$339K Sell
826
-646
-44% -$253K 0.04% 410
2021
Q4 		$690K Buy
1,472
+871
+145% +$375K 0.08% 312
2021
Q3 		$255K Buy
+601
New +$253K 0.04% 491

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's WST Position: Q4 2023 in Review

Simplicity Solutions reduced its West Pharmaceutical (WST) stake by 0.56% in Q4 2023, selling an estimated $4.25K and leaving 2,133 shares worth $751K. The position accounts for 0.02% of the portfolio, ranked #533.

Simplicity Solutions first reported a position in WST in Q3 2021 and has held it in 10 quarters since. The position peaked at $841K in Q2 2023. 782 funds tracked by Wall St. Rank hold WST as of Q4 2023.

  • Simplicity Solutions held 2,133 shares of West Pharmaceutical worth $751K as of Q4 2023.
  • Simplicity Solutions sold 12 West Pharmaceutical shares in Q4 2023, an estimated $4.25K.
  • West Pharmaceutical made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #533 holding.
  • Simplicity Solutions first reported a position in West Pharmaceutical in Q3 2021 and has held it in 10 quarters since.
  • Simplicity Solutions's West Pharmaceutical position peaked at $841K in Q2 2023.
  • 782 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.