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Strategic Wealth Investment Group’s West Pharmaceutical WST Stock Holding History

Strategic Wealth Investment 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
2025
Q1 		– Sell
-3,307
Closed -$1.08M – 130
2024
Q4 		$1.08M Sell
3,307
-445
-12% -$140K 0.12% 70
2024
Q3 		$1.12M Buy
3,752
+1,082
+41% +$331K 0.12% 70
2024
Q2 		$867K Buy
+2,670
New +$944K 0.11% 75

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Strategic Wealth Investment Group's WST Position: Q1 2025 in Review

Strategic Wealth Investment Group sold out of West Pharmaceutical (WST) in Q1 2025, closing a stake of 3,307 shares — an estimated $1.08M sold.

Strategic Wealth Investment Group first reported a position in WST in Q2 2024 and held it in 3 quarters. The position peaked at $1.12M in Q3 2024. 713 funds tracked by Wall St. Rank hold WST as of Q1 2025.

  • Strategic Wealth Investment Group reported no remaining West Pharmaceutical position as of Q1 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 3,307 West Pharmaceutical shares in Q1 2025, an estimated $1.08M.
  • Strategic Wealth Investment Group first reported a position in West Pharmaceutical in Q2 2024 and held it in 3 quarters.
  • Strategic Wealth Investment Group's West Pharmaceutical position peaked at $1.12M in Q3 2024.
  • 713 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2025, filed 14 Apr 2025.