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Western Pacific Wealth Management’s Steris STE Stock Holding History

Western Pacific Wealth Management’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20
Closed -$4.39K – 277
2023
Q3 		$4.39K Hold
20
– – ﹤0.01% 224
2023
Q2 		$4.5K Hold
20
– – ﹤0.01% 229
2023
Q1 		$3.83K Hold
20
– – ﹤0.01% 244
2022
Q4 		$3.69K Buy
+20
New +$3.52K ﹤0.01% 241

Other funds holding STE

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Western Pacific Wealth Management's STE Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Steris (STE) in Q4 2023, closing a stake of 20 shares — an estimated $4.39K sold.

Western Pacific Wealth Management first reported a position in STE in Q4 2022 and held it in 4 quarters. The position peaked at $4.5K in Q2 2023. 706 funds tracked by Wall St. Rank hold STE as of Q4 2023.

  • Western Pacific Wealth Management reported no remaining Steris position as of Q4 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 20 Steris shares in Q4 2023, an estimated $4.39K.
  • Western Pacific Wealth Management first reported a position in Steris in Q4 2022 and held it in 4 quarters.
  • Western Pacific Wealth Management's Steris position peaked at $4.5K in Q2 2023.
  • 706 funds tracked by Wall St. Rank held Steris as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.