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	–	927
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 $5.7T 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 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return