YorkBridge Wealth Partners’s West Pharmaceutical WST Stock Holding History

YorkBridge Wealth 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
2022 Q4	$267K	Buy	1,133 +142	+14%	+$33.6K	0.07%	213
2022 Q3	$244K	Buy	991 +38	+4%	+$11.6K	0.06%	236
2022 Q2	$288K	Buy	953 +4	+0.4%	+$1.3K	0.08%	204
2022 Q1	$390K	Sell	949 -34	-3%	-$13.3K	0.09%	182
2021 Q4	$461K	Buy	983 +10	+1%	+$4.3K	0.1%	156
2021 Q3	$413K	Sell	973 -118	-11%	-$49.7K	0.1%	153
2021 Q2	$392K	Buy	1,091 +6	+0.6%	+$1.98K	0.1%	157
2021 Q1	$306K	Buy	+1,085	New	+$311K	0.09%	190
2017 Q1	–	Sell	-22	Closed	-$2K	–	925
2016 Q4	$2K	Buy	+22	New	+$1.73K	﹤0.01%	781

Other funds holding WST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YorkBridge Wealth Partners's WST Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its West Pharmaceutical (WST) stake by 14% in Q4 2022, buying an estimated $33.6K and bringing the position to 1,133 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #213.

YorkBridge Wealth Partners first reported a position in WST in Q4 2016 and has held it in 9 quarters since. The position peaked at $461K in Q4 2021. 637 funds tracked by Wall St. Rank hold WST as of Q4 2022.

YorkBridge Wealth Partners held 1,133 shares of West Pharmaceutical worth $267K as of Q4 2022.
YorkBridge Wealth Partners bought 142 West Pharmaceutical shares in Q4 2022, an estimated $33.6K.
West Pharmaceutical made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #213 holding.
YorkBridge Wealth Partners first reported a position in West Pharmaceutical in Q4 2016 and has held it in 9 quarters since.
YorkBridge Wealth Partners's West Pharmaceutical position peaked at $461K in Q4 2021.
637 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.