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Guardian Wealth Advisors (North Carolina)’s West Pharmaceutical WST Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q1 		– Sell
-949
Closed -$445K – 286
2021
Q4 		$445K Buy
+949
New +$408K 0.19% 100

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s WST Position: Q1 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of West Pharmaceutical (WST) in Q1 2022, closing a stake of 949 shares — an estimated $445K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in WST in Q4 2021 and held it in 1 quarter. The position peaked at $445K in Q4 2021. 717 funds tracked by Wall St. Rank hold WST as of Q1 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining West Pharmaceutical position as of Q1 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 949 West Pharmaceutical shares in Q1 2022, an estimated $445K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in West Pharmaceutical in Q4 2021 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s West Pharmaceutical position peaked at $445K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.