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SkyOak Wealth’s West Pharmaceutical WST Stock Holding History

SkyOak 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
Q1 		– Sell
-845
Closed -$298K – 272
2023
Q4 		$298K Sell
845
-4
-0.5% -$1.42K 0.08% 183
2023
Q3 		$319K Sell
849
-121
-12% -$46.8K 0.09% 155
2023
Q2 		$371K Buy
970
+34
+4% +$12.1K 0.1% 144
2023
Q1 		$324K Buy
+936
New +$273K 0.1% 158

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

SkyOak Wealth's WST Position: Q1 2024 in Review

SkyOak Wealth sold out of West Pharmaceutical (WST) in Q1 2024, closing a stake of 845 shares — an estimated $298K sold.

SkyOak Wealth first reported a position in WST in Q1 2023 and held it in 4 quarters. The position peaked at $371K in Q2 2023. 778 funds tracked by Wall St. Rank hold WST as of Q1 2024.

  • SkyOak Wealth reported no remaining West Pharmaceutical position as of Q1 2024 after selling out during the quarter.
  • SkyOak Wealth sold 845 West Pharmaceutical shares in Q1 2024, an estimated $298K.
  • SkyOak Wealth first reported a position in West Pharmaceutical in Q1 2023 and held it in 4 quarters.
  • SkyOak Wealth's West Pharmaceutical position peaked at $371K in Q2 2023.
  • 778 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2024.

Based on SkyOak Wealth's 13F filing for Q1 2024, filed 29 Apr 2024.