CSat Investment Advisory’s West Pharmaceutical WST Stock Holding History

CSat Investment Advisory’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 Q1	$41K	Buy	147 +33	+29%	+$9.44K	0.03%	243
2020 Q4	$32K	Sell	114 -328	-74%	-$92K	0.03%	251
2020 Q3	$121K	Sell	442 -22	-5%	-$5.82K	0.01%	393
2020 Q2	$106K	Buy	464 +265	+133%	+$52.1K	0.01%	450
2020 Q1	$30K	Buy	199 +35	+21%	+$5.39K	0.01%	657
2019 Q4	$25K	Buy	164 +20	+14%	+$2.91K	0.01%	727
2019 Q3	$20K	Buy	144 +20	+16%	+$2.75K	0.01%	714
2019 Q2	$16K	Buy	+124	New	+$14.6K	0.01%	741

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

CSat Investment Advisory's WST Position: Q1 2021 in Review

CSat Investment Advisory increased its West Pharmaceutical (WST) stake by 29% in Q1 2021, buying an estimated $9.44K and bringing the position to 147 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #243.

CSat Investment Advisory first reported a position in WST in Q2 2019 and has held it in 8 quarters since. The position peaked at $121K in Q3 2020. 591 funds tracked by Wall St. Rank hold WST as of Q1 2021.

CSat Investment Advisory held 147 shares of West Pharmaceutical worth $41K as of Q1 2021.
CSat Investment Advisory bought 33 West Pharmaceutical shares in Q1 2021, an estimated $9.44K.
West Pharmaceutical made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #243 holding.
CSat Investment Advisory first reported a position in West Pharmaceutical in Q2 2019 and has held it in 8 quarters since.
CSat Investment Advisory's West Pharmaceutical position peaked at $121K in Q3 2020.
591 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.