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FormulaFolio Investments’s West Pharmaceutical WST Stock Holding History

FormulaFolio Investments’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 		– Sell
-864
Closed -$245K – 816
2020
Q4 		$245K Buy
+864
New +$242K 0.01% 576

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State Street
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WCM Investment Management
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FormulaFolio Investments's WST Position: Q1 2021 in Review

FormulaFolio Investments sold out of West Pharmaceutical (WST) in Q1 2021, closing a stake of 864 shares — an estimated $245K sold.

FormulaFolio Investments first reported a position in WST in Q4 2020 and held it in 1 quarter. The position peaked at $245K in Q4 2020. 590 funds tracked by Wall St. Rank hold WST as of Q1 2021.

  • FormulaFolio Investments reported no remaining West Pharmaceutical position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 864 West Pharmaceutical shares in Q1 2021, an estimated $245K.
  • FormulaFolio Investments first reported a position in West Pharmaceutical in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's West Pharmaceutical position peaked at $245K in Q4 2020.
  • 590 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.