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SYSTM Wealth Solutions’s West Pharmaceutical WST Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-26
Closed -$8.56K – 640
2024
Q2 		$8.56K Sell
26
-741
-97% -$262K ﹤0.01% 506
2024
Q1 		$304K Buy
767
+27
+4% +$9.99K 0.04% 346
2023
Q4 		$261K Sell
740
-36
-5% -$12.7K 0.04% 350
2023
Q3 		$291K Buy
776
+46
+6% +$17.8K 0.04% 368
2023
Q2 		$279K Buy
+730
New +$261K 0.04% 399

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's WST Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of West Pharmaceutical (WST) in Q3 2024, closing a stake of 26 shares — an estimated $8.56K sold.

SYSTM Wealth Solutions first reported a position in WST in Q2 2023 and held it in 5 quarters. The position peaked at $304K in Q1 2024. 729 funds tracked by Wall St. Rank hold WST as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining West Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 26 West Pharmaceutical shares in Q3 2024, an estimated $8.56K.
  • SYSTM Wealth Solutions first reported a position in West Pharmaceutical in Q2 2023 and held it in 5 quarters.
  • SYSTM Wealth Solutions's West Pharmaceutical position peaked at $304K in Q1 2024.
  • 729 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.