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WMG Financial Advisors’s West Pharmaceutical WST Stock Holding History

WMG Financial Advisors’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
Q2 		– Sell
-531
Closed -$210K – 172
2024
Q1 		$210K Buy
+531
New +$196K 0.12% 136
2023
Q3 		– Sell
-531
Closed -$203K – 125
2023
Q2 		$203K Buy
+531
New +$190K 0.15% 114
2022
Q2 		– Sell
-531
Closed -$218K – 185
2022
Q1 		$218K Hold
531
– – 0.16% 158
2021
Q4 		$249K Buy
+531
New +$229K 0.19% 137

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WMG Financial Advisors's WST Position: Q2 2024 in Review

WMG Financial Advisors sold out of West Pharmaceutical (WST) in Q2 2024, closing a stake of 531 shares — an estimated $210K sold.

WMG Financial Advisors first reported a position in WST in Q4 2021 and held it in 4 quarters. The position peaked at $249K in Q4 2021. 777 funds tracked by Wall St. Rank hold WST as of Q2 2024.

  • WMG Financial Advisors reported no remaining West Pharmaceutical position as of Q2 2024 after selling out during the quarter.
  • WMG Financial Advisors sold 531 West Pharmaceutical shares in Q2 2024, an estimated $210K.
  • WMG Financial Advisors first reported a position in West Pharmaceutical in Q4 2021 and held it in 4 quarters.
  • WMG Financial Advisors's West Pharmaceutical position peaked at $249K in Q4 2021.
  • 777 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2024.

Based on WMG Financial Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.