tru Independence’s West Pharmaceutical WST Stock Holding History

tru Independence’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
2025 Q1	–	Sell	-886	Closed	-$290K	–	118
2024 Q4	$290K	Sell	886 -21	-2%	-$6.61K	0.09%	96
2024 Q3	$272K	Hold	907	–	–	0.08%	101
2024 Q2	$299K	Sell	907 -47	-5%	-$16.6K	0.09%	91
2024 Q1	$378K	Sell	954 -3	-0.3%	-$1.11K	0.11%	87
2023 Q4	$337K	Sell	957 -2	-0.2%	-$708	0.1%	92
2023 Q3	$360K	Buy	959 +21	+2%	+$8.12K	0.12%	93
2023 Q2	$359K	Sell	938 -2	-0.2%	-$714	0.12%	89
2023 Q1	$326K	Sell	940 -2	-0.2%	-$584	0.11%	93
2022 Q4	$222K	Sell	942 -2	-0.2%	-$474	0.07%	108
2022 Q3	$232K	Sell	944 -1	-0.1%	-$305	0.08%	107
2022 Q2	$286K	Sell	945 -3	-0.3%	-$976	0.09%	108
2022 Q1	$389K	Sell	948 -2	-0.2%	-$783	0.11%	111
2021 Q4	$446K	Sell	950 -3	-0.3%	-$1.29K	0.12%	104
2021 Q3	$405K	Buy	+953	New	+$402K	0.11%	105
2021 Q1	–	Sell	-737	Closed	-$209	–	722
2020 Q4	$209	Buy	+737	New	+$207K	﹤0.01%	425
2020 Q3	–	Sell	-21	Closed	-$5	–	862
2020 Q2	$5	Hold	21	–	–	﹤0.01%	710
2020 Q1	$3	Hold	21	–	–	﹤0.01%	609
2019 Q4	$3K	Buy	+21	New	+$3.06K	﹤0.01%	778

Other funds holding WST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return