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Trueblood Wealth Management’s West Pharmaceutical WST Stock Holding History

Trueblood 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
Q3 		– Sell
-641
Closed -$211K – 235
2024
Q2 		$211K Buy
641
+19
+3% +$6.71K 0.12% 207
2024
Q1 		$246K Buy
+622
New +$230K 0.14% 188

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 $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trueblood Wealth Management's WST Position: Q3 2024 in Review

Trueblood Wealth Management sold out of West Pharmaceutical (WST) in Q3 2024, closing a stake of 641 shares — an estimated $211K sold.

Trueblood Wealth Management first reported a position in WST in Q1 2024 and held it in 2 quarters. The position peaked at $246K in Q1 2024. 730 funds tracked by Wall St. Rank hold WST as of Q3 2024.

  • Trueblood Wealth Management reported no remaining West Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • Trueblood Wealth Management sold 641 West Pharmaceutical shares in Q3 2024, an estimated $211K.
  • Trueblood Wealth Management first reported a position in West Pharmaceutical in Q1 2024 and held it in 2 quarters.
  • Trueblood Wealth Management's West Pharmaceutical position peaked at $246K in Q1 2024.
  • 730 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2024.

Based on Trueblood Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.