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Wealth Management Solutions’s West Pharmaceutical WST Stock Holding History

Wealth Management Solutions’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
Q3 		$375K Hold
1,000
– – 0.26% 54
2023
Q2 		$382K Hold
1,000
– – 0.25% 54
2023
Q1 		$346K Sell
1,000
-414
-29% -$121K 0.2% 57
2022
Q4 		$333K Hold
1,414
– – 0.18% 67
2022
Q3 		$348K Hold
1,414
– – 0.2% 54
2022
Q2 		$428K Sell
1,414
-500
-26% -$163K 0.24% 48
2022
Q1 		$786K Hold
1,914
– – 0.41% 38
2021
Q4 		$898K Buy
+1,914
New +$824K 0.46% 37

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wealth Management Solutions's WST Position: Q3 2023 in Review

Wealth Management Solutions held its West Pharmaceutical (WST) position steady in Q3 2023 at 1,000 shares worth $375K. The position accounts for 0.26% of the portfolio, ranked #54.

Wealth Management Solutions first reported a position in WST in Q4 2021 and has held it in 8 quarters since. The position peaked at $898K in Q4 2021. 758 funds tracked by Wall St. Rank hold WST as of Q3 2023.

  • Wealth Management Solutions held 1,000 shares of West Pharmaceutical worth $375K as of Q3 2023.
  • Wealth Management Solutions left its West Pharmaceutical share count unchanged in Q3 2023.
  • West Pharmaceutical made up 0.26% of Wealth Management Solutions's portfolio in Q3 2023, its #54 holding.
  • Wealth Management Solutions first reported a position in West Pharmaceutical in Q4 2021 and has held it in 8 quarters since.
  • Wealth Management Solutions's West Pharmaceutical position peaked at $898K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.