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TFO Wealth Partners’s West Pharmaceutical WST Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-41
Closed -$15.7K – 1104
2023
Q3 		$15.7K Hold
41
– – ﹤0.01% 153
2023
Q2 		$15.7K Buy
+41
New +$14.6K ﹤0.01% 144
2022
Q3 		– Sell
-3
Closed -$1K – 506
2022
Q2 		$1K Buy
+3
New +$976 ﹤0.01% 482

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's WST Position: Q4 2023 in Review

TFO Wealth Partners sold out of West Pharmaceutical (WST) in Q4 2023, closing a stake of 41 shares — an estimated $15.7K sold.

TFO Wealth Partners first reported a position in WST in Q2 2022 and held it in 3 quarters. The position peaked at $15.7K in Q3 2023. 782 funds tracked by Wall St. Rank hold WST as of Q4 2023.

  • TFO Wealth Partners reported no remaining West Pharmaceutical position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 41 West Pharmaceutical shares in Q4 2023, an estimated $15.7K.
  • TFO Wealth Partners first reported a position in West Pharmaceutical in Q2 2022 and held it in 3 quarters.
  • TFO Wealth Partners's West Pharmaceutical position peaked at $15.7K in Q3 2023.
  • 782 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.