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Simplicity Wealth’s West Pharmaceutical WST Stock Holding History

Simplicity 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
2024
Q3 		– Sell
-2,282
Closed -$752K – 1228
2024
Q2 		$752K Buy
2,282
+116
+5% +$41K 0.02% 615
2024
Q1 		$857K Buy
+2,166
New +$801K 0.02% 563

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

Simplicity Wealth's WST Position: Q3 2024 in Review

Simplicity Wealth sold out of West Pharmaceutical (WST) in Q3 2024, closing a stake of 2,282 shares — an estimated $752K sold.

Simplicity Wealth first reported a position in WST in Q1 2024 and held it in 2 quarters. The position peaked at $857K in Q1 2024. 729 funds tracked by Wall St. Rank hold WST as of Q3 2024.

  • Simplicity Wealth reported no remaining West Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 2,282 West Pharmaceutical shares in Q3 2024, an estimated $752K.
  • Simplicity Wealth first reported a position in West Pharmaceutical in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's West Pharmaceutical position peaked at $857K in Q1 2024.
  • 729 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.