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WealthPLAN Partners’s West Pharmaceutical WST Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-148
Closed -$56.6K – 1181
2023
Q2 		$56.6K Hold
148
– – 0.01% 484
2023
Q1 		$51.3K Buy
+148
New +$43.2K 0.01% 546

Other funds holding WST

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BlackRock
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

WealthPLAN Partners's WST Position: Q3 2023 in Review

WealthPLAN Partners sold out of West Pharmaceutical (WST) in Q3 2023, closing a stake of 148 shares — an estimated $56.6K sold.

WealthPLAN Partners first reported a position in WST in Q1 2023 and held it in 2 quarters. The position peaked at $56.6K in Q2 2023. 757 funds tracked by Wall St. Rank hold WST as of Q3 2023.

  • WealthPLAN Partners reported no remaining West Pharmaceutical position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 148 West Pharmaceutical shares in Q3 2023, an estimated $56.6K.
  • WealthPLAN Partners first reported a position in West Pharmaceutical in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's West Pharmaceutical position peaked at $56.6K in Q2 2023.
  • 757 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.