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BDO Wealth Advisors’s West Pharmaceutical WST Stock Holding History

BDO Wealth 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
2023
Q2 		– Sell
-18
Closed -$6.24K – 1067
2023
Q1 		$6.24K Buy
+18
New +$5.26K ﹤0.01% 773
2022
Q3 		– Sell
-45
Closed -$14K – 1147
2022
Q2 		$14K Hold
45
– – ﹤0.01% 630
2022
Q1 		$18K Hold
45
– – ﹤0.01% 617
2021
Q4 		$21K Hold
45
– – ﹤0.01% 616
2021
Q3 		$19K Hold
45
– – ﹤0.01% 628
2021
Q2 		$16K Hold
45
– – ﹤0.01% 680
2021
Q1 		$13K Hold
45
– – ﹤0.01% 702
2020
Q4 		$13K Buy
+45
New +$12.6K ﹤0.01% 528

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BDO Wealth Advisors's WST Position: Q2 2023 in Review

BDO Wealth Advisors sold out of West Pharmaceutical (WST) in Q2 2023, closing a stake of 18 shares — an estimated $6.24K sold.

BDO Wealth Advisors first reported a position in WST in Q4 2020 and held it in 8 quarters. The position peaked at $21K in Q4 2021. 734 funds tracked by Wall St. Rank hold WST as of Q2 2023.

  • BDO Wealth Advisors reported no remaining West Pharmaceutical position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 18 West Pharmaceutical shares in Q2 2023, an estimated $6.24K.
  • BDO Wealth Advisors first reported a position in West Pharmaceutical in Q4 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's West Pharmaceutical position peaked at $21K in Q4 2021.
  • 734 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.