Sutton Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Sutton Wealth Advisors’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 Q3	$5.63K	Buy	15 +8	+114%	+$3.09K	﹤0.01%	567
2023 Q2	$2.68K	Hold	7	–	–	﹤0.01%	661
2023 Q1	$2.42K	Hold	7	–	–	﹤0.01%	618
2022 Q4	$1.65K	Sell	7 -29	-81%	-$6.87K	﹤0.01%	1235
2022 Q3	$8.86K	Sell	36 -3	-8%	-$914	﹤0.01%	933
2022 Q2	$11.8K	Buy	39 +36	+1,200%	+$11.7K	﹤0.01%	851
2022 Q1	$1.23K	Sell	3 -2	-40%	-$783	﹤0.01%	1288
2021 Q4	$2.35K	Buy	5 +4	+400%	+$1.72K	﹤0.01%	1182
2021 Q3	$425	Buy	+1	New	+$422	﹤0.01%	1280

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sutton Wealth Advisors's WST Position: Q3 2023 in Review

Sutton Wealth Advisors increased its West Pharmaceutical (WST) stake by 114% in Q3 2023, buying an estimated $3.09K and bringing the position to 15 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Sutton Wealth Advisors first reported a position in WST in Q3 2021 and has held it in 9 quarters since. The position peaked at $11.8K in Q2 2022. 758 funds tracked by Wall St. Rank hold WST as of Q3 2023.

Sutton Wealth Advisors held 15 shares of West Pharmaceutical worth $5.63K as of Q3 2023.
Sutton Wealth Advisors bought 8 West Pharmaceutical shares in Q3 2023, an estimated $3.09K.
West Pharmaceutical made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #567 holding.
Sutton Wealth Advisors first reported a position in West Pharmaceutical in Q3 2021 and has held it in 9 quarters since.
Sutton Wealth Advisors's West Pharmaceutical position peaked at $11.8K in Q2 2022.
758 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.