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Charter Oak Capital Management’s West Pharmaceutical WST Stock Holding History

Charter Oak Capital 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 		– Sell
-4
Closed -$2K – 1028
2022
Q1 		$2K Buy
+4
New +$1.57K ﹤0.01% 904

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Franklin Resources
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APG Asset Management
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Fidelity Investments
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Geode Capital Management
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Bank of New York Mellon
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BAMCO Inc
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Charter Oak Capital Management's WST Position: Q2 2022 in Review

Charter Oak Capital Management sold out of West Pharmaceutical (WST) in Q2 2022, closing a stake of 4 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in WST in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 655 funds tracked by Wall St. Rank hold WST as of Q2 2022.

  • Charter Oak Capital Management reported no remaining West Pharmaceutical position as of Q2 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 4 West Pharmaceutical shares in Q2 2022, an estimated $2K.
  • Charter Oak Capital Management first reported a position in West Pharmaceutical in Q1 2022 and held it in 1 quarter.
  • Charter Oak Capital Management's West Pharmaceutical position peaked at $2K in Q1 2022.
  • 655 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2022.

Based on Charter Oak Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.