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Triad Wealth Partners’s West Pharmaceutical WST Stock Holding History

Triad 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
2024
Q3 		– Sell
-17
Closed -$5.6K – 954
2024
Q2 		$5.6K Buy
+17
New +$6.01K ﹤0.01% 544

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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

Triad Wealth Partners's WST Position: Q3 2024 in Review

Triad Wealth Partners sold out of West Pharmaceutical (WST) in Q3 2024, closing a stake of 17 shares — an estimated $5.6K sold.

Triad Wealth Partners first reported a position in WST in Q2 2024 and held it in 1 quarter. The position peaked at $5.6K in Q2 2024. 729 funds tracked by Wall St. Rank hold WST as of Q3 2024.

  • Triad Wealth Partners reported no remaining West Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 17 West Pharmaceutical shares in Q3 2024, an estimated $5.6K.
  • Triad Wealth Partners first reported a position in West Pharmaceutical in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's West Pharmaceutical position peaked at $5.6K in Q2 2024.
  • 729 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.