Bruderman Asset Management’s West Pharmaceutical WST Stock Holding History

Bruderman Asset Management’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 Q2	$432K	Buy	1,429 +45	+3%	+$14.6K	0.78%	48
2022 Q1	$570K	Buy	1,384 +109	+9%	+$42.7K	0.86%	44
2021 Q4	$597K	Sell	1,275 -723	-36%	-$311K	0.46%	57
2021 Q3	$848K	Buy	1,998 +187	+10%	+$78.8K	0.21%	74
2021 Q2	$651K	Buy	1,811 +102	+6%	+$33.7K	0.2%	51
2021 Q1	$481K	Sell	1,709 -148	-8%	-$42.4K	0.13%	80
2020 Q4	$526K	Buy	1,857 +266	+17%	+$74.6K	0.15%	75
2020 Q3	$437K	Sell	1,591 -17	-1%	-$4.5K	0.14%	77
2020 Q2	$362K	Buy	+1,608	New	+$316K	0.12%	78
2019 Q2	–	Sell	-1,096	Closed	-$121K	–	576
2019 Q1	$121K	Buy	+1,096	New	+$114K	0.03%	171

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bruderman Asset Management's WST Position: Q2 2022 in Review

Bruderman Asset Management increased its West Pharmaceutical (WST) stake by 3.3% in Q2 2022, buying an estimated $14.6K and bringing the position to 1,429 shares worth $432K. The position accounts for 0.78% of the portfolio, ranked #48.

Bruderman Asset Management first reported a position in WST in Q1 2019 and has held it in 10 quarters since. The position peaked at $848K in Q3 2021. 655 funds tracked by Wall St. Rank hold WST as of Q2 2022.

Bruderman Asset Management held 1,429 shares of West Pharmaceutical worth $432K as of Q2 2022.
Bruderman Asset Management bought 45 West Pharmaceutical shares in Q2 2022, an estimated $14.6K.
West Pharmaceutical made up 0.78% of Bruderman Asset Management's portfolio in Q2 2022, its #48 holding.
Bruderman Asset Management first reported a position in West Pharmaceutical in Q1 2019 and has held it in 10 quarters since.
Bruderman Asset Management's West Pharmaceutical position peaked at $848K in Q3 2021.
655 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.