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SVB Wealth’s West Pharmaceutical WST Stock Holding History

SVB 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
2023
Q2 		– Sell
-654
Closed -$227K – 1017
2023
Q1 		$227K Buy
+654
New +$191K ﹤0.01% 836
2022
Q4 		– Sell
-990
Closed -$244K – 1102
2022
Q3 		$244K Buy
+990
New +$302K ﹤0.01% 772

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

SVB Wealth's WST Position: Q2 2023 in Review

SVB Wealth sold out of West Pharmaceutical (WST) in Q2 2023, closing a stake of 654 shares — an estimated $227K sold.

SVB Wealth first reported a position in WST in Q3 2022 and held it in 2 quarters. The position peaked at $244K in Q3 2022. 734 funds tracked by Wall St. Rank hold WST as of Q2 2023.

  • SVB Wealth reported no remaining West Pharmaceutical position as of Q2 2023 after selling out during the quarter.
  • SVB Wealth sold 654 West Pharmaceutical shares in Q2 2023, an estimated $227K.
  • SVB Wealth first reported a position in West Pharmaceutical in Q3 2022 and held it in 2 quarters.
  • SVB Wealth's West Pharmaceutical position peaked at $244K in Q3 2022.
  • 734 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.