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Alera Investment Advisors’s West Pharmaceutical WST Stock Holding History

Alera Investment 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
2022
Q4 		– Sell
-2,005
Closed -$494K – 185
2022
Q3 		$494K Buy
2,005
+15
+0.8% +$4.57K 0.14% 100
2022
Q2 		$602K Sell
1,990
-701
-26% -$228K 0.17% 88
2022
Q1 		$1.1M Buy
+2,691
New +$1.05M 0.25% 45

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
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

Alera Investment Advisors's WST Position: Q4 2022 in Review

Alera Investment Advisors sold out of West Pharmaceutical (WST) in Q4 2022, closing a stake of 2,005 shares — an estimated $494K sold.

Alera Investment Advisors first reported a position in WST in Q1 2022 and held it in 3 quarters. The position peaked at $1.1M in Q1 2022. 637 funds tracked by Wall St. Rank hold WST as of Q4 2022.

  • Alera Investment Advisors reported no remaining West Pharmaceutical position as of Q4 2022 after selling out during the quarter.
  • Alera Investment Advisors sold 2,005 West Pharmaceutical shares in Q4 2022, an estimated $494K.
  • Alera Investment Advisors first reported a position in West Pharmaceutical in Q1 2022 and held it in 3 quarters.
  • Alera Investment Advisors's West Pharmaceutical position peaked at $1.1M in Q1 2022.
  • 637 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2022.

Based on Alera Investment Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.