SW
WST icon

SteelPeak Wealth’s West Pharmaceutical WST Stock Holding History

SteelPeak 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
2021
Q4 		– Sell
-1,548
Closed -$657K – 477
2021
Q3 		$657K Sell
1,548
-461
-23% -$194K 0.04% 217
2021
Q2 		$721K Buy
+2,009
New +$664K 0.05% 220

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SteelPeak Wealth's WST Position: Q4 2021 in Review

SteelPeak Wealth sold out of West Pharmaceutical (WST) in Q4 2021, closing a stake of 1,548 shares — an estimated $657K sold.

SteelPeak Wealth first reported a position in WST in Q2 2021 and held it in 2 quarters. The position peaked at $721K in Q2 2021. 730 funds tracked by Wall St. Rank hold WST as of Q4 2021.

  • SteelPeak Wealth reported no remaining West Pharmaceutical position as of Q4 2021 after selling out during the quarter.
  • SteelPeak Wealth sold 1,548 West Pharmaceutical shares in Q4 2021, an estimated $657K.
  • SteelPeak Wealth first reported a position in West Pharmaceutical in Q2 2021 and held it in 2 quarters.
  • SteelPeak Wealth's West Pharmaceutical position peaked at $721K in Q2 2021.
  • 730 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2021.

Based on SteelPeak Wealth's 13F filing for Q4 2021, filed 31 Jan 2022.