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Spartan Planning & Wealth Management’s West Pharmaceutical WST Stock Holding History

Spartan Planning & Wealth Management’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 		$66.2K Sell
188
-761
-80% -$269K 0.07% 122
2023
Q3 		$356K Buy
+949
New +$367K 0.42% 36
2022
Q2 		– Sell
-899
Closed -$369K – 161
2022
Q1 		$369K Buy
+899
New +$352K 0.46% 27

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

Spartan Planning & Wealth Management's WST Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its West Pharmaceutical (WST) stake by 80% in Q4 2023, selling an estimated $269K and leaving 188 shares worth $66.2K. The position accounts for 0.07% of the portfolio, ranked #122.

Spartan Planning & Wealth Management first reported a position in WST in Q1 2022 and has held it in 3 quarters since. The position peaked at $369K in Q1 2022. 782 funds tracked by Wall St. Rank hold WST as of Q4 2023.

  • Spartan Planning & Wealth Management held 188 shares of West Pharmaceutical worth $66.2K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 761 West Pharmaceutical shares in Q4 2023, an estimated $269K.
  • West Pharmaceutical made up 0.07% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #122 holding.
  • Spartan Planning & Wealth Management first reported a position in West Pharmaceutical in Q1 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's West Pharmaceutical position peaked at $369K in Q1 2022.
  • 782 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.