Berman Capital Advisors’s West Pharmaceutical WST Stock Holding History

Berman Capital 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
2021 Q3	$188K	Buy	444 +18	+4%	+$7.59K	0.03%	279
2021 Q2	$153K	Buy	426 +17	+4%	+$5.62K	0.02%	280
2021 Q1	$115K	Buy	409 +97	+31%	+$27.8K	0.02%	275
2020 Q4	$88K	Buy	312 +3	+1%	+$842	0.02%	276
2020 Q3	$84K	Hold	309	–	–	0.02%	250
2020 Q2	$70K	Buy	309 +9	+3%	+$1.77K	0.02%	274
2020 Q1	$45K	Hold	300	–	–	0.01%	313
2019 Q4	$45K	Hold	300	–	–	0.01%	341
2019 Q3	$42K	Hold	300	–	–	0.01%	341
2019 Q2	$37K	Hold	300	–	–	0.01%	364
2019 Q1	$33K	Buy	300 +20	+7%	+$2.08K	0.01%	350
2018 Q4	$27K	Buy	+280	New	+$30.4K	0.01%	330

Other funds holding WST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's WST Position: Q3 2021 in Review

Berman Capital Advisors increased its West Pharmaceutical (WST) stake by 4.2% in Q3 2021, buying an estimated $7.59K and bringing the position to 444 shares worth $188K. The position accounts for 0.03% of the portfolio, ranked #279.

Berman Capital Advisors first reported a position in WST in Q4 2018 and has held it in 12 quarters since. 670 funds tracked by Wall St. Rank hold WST as of Q3 2021.

Berman Capital Advisors held 444 shares of West Pharmaceutical worth $188K as of Q3 2021.
Berman Capital Advisors bought 18 West Pharmaceutical shares in Q3 2021, an estimated $7.59K.
West Pharmaceutical made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #279 holding.
Berman Capital Advisors first reported a position in West Pharmaceutical in Q4 2018 and has held it in 12 quarters since.
670 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.