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Avantax Planning Partners’s West Pharmaceutical WST Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-32
Closed -$4K – 1200
2018
Q3 		$4K Buy
+32
New +$3.59K ﹤0.01% 1202
2018
Q2 		– Sell
-171
Closed -$14K – 1494
2018
Q1 		$14K Buy
+171
New +$16K ﹤0.01% 920

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State Street
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Avantax Planning Partners's WST Position: Q4 2018 in Review

Avantax Planning Partners sold out of West Pharmaceutical (WST) in Q4 2018, closing a stake of 32 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in WST in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 355 funds tracked by Wall St. Rank hold WST as of Q4 2018.

  • Avantax Planning Partners reported no remaining West Pharmaceutical position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 32 West Pharmaceutical shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in West Pharmaceutical in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's West Pharmaceutical position peaked at $14K in Q1 2018.
  • 355 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.