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WR Wealth Planners’s West Pharmaceutical WST Stock Holding History

WR Wealth Planners’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
Q4 		$1.31K Hold
4
– – ﹤0.01% 903
2024
Q3 		$1.2K Sell
4
-1,226
-100% -$375K ﹤0.01% 957
2024
Q2 		$405K Buy
1,230
+50
+4% +$17.7K 0.12% 109
2024
Q1 		$467K Buy
1,180
+15
+1% +$5.55K 0.15% 99
2023
Q4 		$410K Buy
1,165
+141
+14% +$49.9K 0.15% 122
2023
Q3 		$384K Sell
1,024
-168
-14% -$65K 0.15% 113
2023
Q2 		$456K Buy
1,192
+43
+4% +$15.4K 0.18% 95
2023
Q1 		$398K Buy
1,149
+43
+4% +$12.6K 0.17% 97
2022
Q4 		$260K Buy
1,106
+17
+2% +$4.03K 0.16% 96
2022
Q3 		$268K Buy
1,089
+80
+8% +$24.4K 0.19% 85
2022
Q2 		$305K Buy
1,009
+132
+15% +$43K 0.2% 81
2022
Q1 		$360K Buy
+877
New +$343K 0.21% 79

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

WR Wealth Planners's WST Position: Q4 2024 in Review

WR Wealth Planners held its West Pharmaceutical (WST) position steady in Q4 2024 at 4 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

WR Wealth Planners first reported a position in WST in Q1 2022 and has held it in 12 quarters since. The position peaked at $467K in Q1 2024. 748 funds tracked by Wall St. Rank hold WST as of Q4 2024.

  • WR Wealth Planners held 4 shares of West Pharmaceutical worth $1.31K as of Q4 2024.
  • WR Wealth Planners left its West Pharmaceutical share count unchanged in Q4 2024.
  • West Pharmaceutical made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #903 holding.
  • WR Wealth Planners first reported a position in West Pharmaceutical in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's West Pharmaceutical position peaked at $467K in Q1 2024.
  • 748 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.