Summit Wealth Group’s West Pharmaceutical WST Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-13,512	Closed	–	–	263
2023 Q1	$0	Buy	+13,512	New	+$3.95M	﹤0.01%	265

Other funds holding WST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Summit Wealth Group's WST Position: Q2 2023 in Review

Summit Wealth Group sold out of West Pharmaceutical (WST) in Q2 2023, closing a stake of 13,512 shares.

Summit Wealth Group first reported a position in WST in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 734 funds tracked by Wall St. Rank hold WST as of Q2 2023.

Summit Wealth Group reported no remaining West Pharmaceutical position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 13,512 West Pharmaceutical shares in Q2 2023.
Summit Wealth Group first reported a position in West Pharmaceutical in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's West Pharmaceutical position peaked at $0 in Q1 2023.
734 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.