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Avidian Wealth Enterprises’s West Pharmaceutical WST Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-4,682
Closed -$462 – 119
2017
Q4 		$462 Buy
+4,682
New +$459K 0.12% 54
2017
Q3 		– Sell
-4,937
Closed -$467K – 110
2017
Q2 		$467K Buy
+4,937
New +$454K 0.19% 42

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
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State Street
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BAMCO Inc
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Avidian Wealth Enterprises's WST Position: Q1 2018 in Review

Avidian Wealth Enterprises sold out of West Pharmaceutical (WST) in Q1 2018, closing a stake of 4,682 shares — an estimated $462 sold.

Avidian Wealth Enterprises first reported a position in WST in Q2 2017 and held it in 2 quarters. The position peaked at $467K in Q2 2017. 323 funds tracked by Wall St. Rank hold WST as of Q1 2018.

  • Avidian Wealth Enterprises reported no remaining West Pharmaceutical position as of Q1 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 4,682 West Pharmaceutical shares in Q1 2018, an estimated $462.
  • Avidian Wealth Enterprises first reported a position in West Pharmaceutical in Q2 2017 and held it in 2 quarters.
  • Avidian Wealth Enterprises's West Pharmaceutical position peaked at $467K in Q2 2017.
  • 323 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2018, filed 15 May 2018.