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Symphony Financial’s West Pharmaceutical WST Stock Holding History

Symphony Financial’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
2022
Q4 		– Sell
-3,432
Closed -$862K – 210
2022
Q3 		$862K Sell
3,432
-59
-2% -$18K 0.28% 80
2022
Q2 		$1.05M Sell
3,491
-108
-3% -$35.1K 0.31% 71
2022
Q1 		$1.49M Buy
3,599
+672
+23% +$263K 0.35% 60
2021
Q4 		$1.3M Buy
2,927
+2,047
+233% +$881K 0.36% 59
2021
Q3 		$381K Buy
+880
New +$371K 0.13% 112

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Symphony Financial's WST Position: Q4 2022 in Review

Symphony Financial sold out of West Pharmaceutical (WST) in Q4 2022, closing a stake of 3,432 shares — an estimated $862K sold.

Symphony Financial first reported a position in WST in Q3 2021 and held it in 5 quarters. The position peaked at $1.49M in Q1 2022. 637 funds tracked by Wall St. Rank hold WST as of Q4 2022.

  • Symphony Financial reported no remaining West Pharmaceutical position as of Q4 2022 after selling out during the quarter.
  • Symphony Financial sold 3,432 West Pharmaceutical shares in Q4 2022, an estimated $862K.
  • Symphony Financial first reported a position in West Pharmaceutical in Q3 2021 and held it in 5 quarters.
  • Symphony Financial's West Pharmaceutical position peaked at $1.49M in Q1 2022.
  • 637 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2022.

Based on Symphony Financial's 13F filing for Q4 2022, filed 26 Jan 2023.