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Executive Wealth Management’s West Pharmaceutical WST Stock Holding History

Executive 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
2019
Q3 		– Sell
-179
Closed -$22K – 812
2019
Q2 		$22K Hold
179
– – ﹤0.01% 460
2019
Q1 		$20K Hold
179
– – ﹤0.01% 426
2018
Q4 		$18K Buy
+179
New +$19.4K ﹤0.01% 446

Other funds holding WST

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Executive Wealth Management's WST Position: Q3 2019 in Review

Executive Wealth Management sold out of West Pharmaceutical (WST) in Q3 2019, closing a stake of 179 shares — an estimated $22K sold.

Executive Wealth Management first reported a position in WST in Q4 2018 and held it in 3 quarters. The position peaked at $22K in Q2 2019. 406 funds tracked by Wall St. Rank hold WST as of Q3 2019.

  • Executive Wealth Management reported no remaining West Pharmaceutical position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 179 West Pharmaceutical shares in Q3 2019, an estimated $22K.
  • Executive Wealth Management first reported a position in West Pharmaceutical in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's West Pharmaceutical position peaked at $22K in Q2 2019.
  • 406 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.