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Tradition Wealth Management’s West Pharmaceutical WST Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-35
Closed -$12K – 1195
2023
Q4 		$12K Hold
35
– – ﹤0.01% 968
2023
Q3 		$13K Hold
35
– – ﹤0.01% 958
2023
Q2 		$13K Hold
35
– – ﹤0.01% 995
2023
Q1 		$12K Sell
35
-1
-3% -$292 ﹤0.01% 971
2022
Q4 		$8K Buy
36
+1
+3% +$237 ﹤0.01% 958
2022
Q3 		$9K Buy
+35
New +$10.7K ﹤0.01% 954

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Tradition Wealth Management's WST Position: Q1 2024 in Review

Tradition Wealth Management sold out of West Pharmaceutical (WST) in Q1 2024, closing a stake of 35 shares — an estimated $12K sold.

Tradition Wealth Management first reported a position in WST in Q3 2022 and held it in 6 quarters. The position peaked at $13K in Q3 2023. 778 funds tracked by Wall St. Rank hold WST as of Q1 2024.

  • Tradition Wealth Management reported no remaining West Pharmaceutical position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 35 West Pharmaceutical shares in Q1 2024, an estimated $12K.
  • Tradition Wealth Management first reported a position in West Pharmaceutical in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's West Pharmaceutical position peaked at $13K in Q3 2023.
  • 778 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.