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Sonora Investment Management Group’s West Pharmaceutical WST Stock Holding History

Sonora Investment Management Group’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
Q4 		– Sell
-800
Closed -$240K – 310
2024
Q3 		$240K Sell
800
-245
-23% -$75K 0.02% 245
2024
Q2 		$414K Hold
1,045
– – 0.03% 188
2024
Q1 		$414K Sell
1,045
-5
-0.5% -$1.85K 0.03% 188
2023
Q4 		$370K Hold
1,050
– – 0.03% 188
2023
Q3 		$394K Sell
1,050
-340
-24% -$131K 0.03% 180
2023
Q2 		$532K Hold
1,390
– – 0.04% 157
2023
Q1 		$482K Hold
1,390
– – 0.04% 160
2022
Q4 		$327K Sell
1,390
-800
-37% -$190K 0.03% 197
2022
Q3 		$662K Hold
2,190
– – 0.09% 119
2022
Q2 		$662K Hold
2,190
– – 0.06% 150
2022
Q1 		$899K Hold
2,190
– – 0.1% 114
2021
Q4 		$1.03M Buy
+2,190
New +$943K 0.12% 106

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

Sonora Investment Management Group's WST Position: Q4 2024 in Review

Sonora Investment Management Group sold out of West Pharmaceutical (WST) in Q4 2024, closing a stake of 800 shares — an estimated $240K sold.

Sonora Investment Management Group first reported a position in WST in Q4 2021 and held it in 12 quarters. The position peaked at $1.03M in Q4 2021. 747 funds tracked by Wall St. Rank hold WST as of Q4 2024.

  • Sonora Investment Management Group reported no remaining West Pharmaceutical position as of Q4 2024 after selling out during the quarter.
  • Sonora Investment Management Group sold 800 West Pharmaceutical shares in Q4 2024, an estimated $240K.
  • Sonora Investment Management Group first reported a position in West Pharmaceutical in Q4 2021 and held it in 12 quarters.
  • Sonora Investment Management Group's West Pharmaceutical position peaked at $1.03M in Q4 2021.
  • 747 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2024.

Based on Sonora Investment Management Group's 13F filing for Q4 2024, filed 23 Jan 2025.