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Financial Advocates Investment Management’s West Pharmaceutical WST Stock Holding History

Financial Advocates Investment 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
-549
Closed -$226K – 795
2022
Q1 		$226K Buy
+549
New +$215K 0.01% 657

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T. Rowe Price Associates
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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Financial Advocates Investment Management's WST Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of West Pharmaceutical (WST) in Q2 2022, closing a stake of 549 shares — an estimated $226K sold.

Financial Advocates Investment Management first reported a position in WST in Q1 2022 and held it in 1 quarter. The position peaked at $226K in Q1 2022. 656 funds tracked by Wall St. Rank hold WST as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining West Pharmaceutical position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 549 West Pharmaceutical shares in Q2 2022, an estimated $226K.
  • Financial Advocates Investment Management first reported a position in West Pharmaceutical in Q1 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's West Pharmaceutical position peaked at $226K in Q1 2022.
  • 656 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.