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EPG Wealth Management’s West Pharmaceutical WST Stock Holding History

EPG Wealth 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
2020
Q2 		– Sell
-100
Closed -$15K – 784
2020
Q1 		$15K Hold
100
– – 0.01% 437
2019
Q4 		$15K Buy
+100
New +$14.6K 0.01% 383

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Franklin Resources
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State Street
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

EPG Wealth Management's WST Position: Q2 2020 in Review

EPG Wealth Management sold out of West Pharmaceutical (WST) in Q2 2020, closing a stake of 100 shares — an estimated $15K sold.

EPG Wealth Management first reported a position in WST in Q4 2019 and held it in 2 quarters. The position peaked at $15K in Q1 2020. 524 funds tracked by Wall St. Rank hold WST as of Q2 2020.

  • EPG Wealth Management reported no remaining West Pharmaceutical position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 100 West Pharmaceutical shares in Q2 2020, an estimated $15K.
  • EPG Wealth Management first reported a position in West Pharmaceutical in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's West Pharmaceutical position peaked at $15K in Q1 2020.
  • 524 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.