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Harvest Group Wealth Management’s West Pharmaceutical WST Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-17
Closed -$5K – 723
2020
Q4 		$5K Hold
17
– – ﹤0.01% 264
2020
Q3 		$5K Sell
17
-2
-11% -$529 ﹤0.01% 271
2020
Q2 		$4K Hold
19
– – ﹤0.01% 266
2020
Q1 		$2K Sell
19
-52
-73% -$8K ﹤0.01% 331
2019
Q4 		$10K Hold
71
– – 0.01% 252
2019
Q3 		$10K Hold
71
– – 0.01% 269
2019
Q2 		$8K Hold
71
– – 0.01% 266
2019
Q1 		$8K Buy
+71
New +$7.38K 0.01% 298

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Group Wealth Management's WST Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of West Pharmaceutical (WST) in Q1 2021, closing a stake of 17 shares — an estimated $5K sold.

Harvest Group Wealth Management first reported a position in WST in Q1 2019 and held it in 8 quarters. The position peaked at $10K in Q4 2019. 590 funds tracked by Wall St. Rank hold WST as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining West Pharmaceutical position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 17 West Pharmaceutical shares in Q1 2021, an estimated $5K.
  • Harvest Group Wealth Management first reported a position in West Pharmaceutical in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's West Pharmaceutical position peaked at $10K in Q4 2019.
  • 590 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.