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Hoover Financial Advisors’s West Pharmaceutical WST Stock Holding History

Hoover Financial Advisors’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
Q2 		$16.3M Sell
45,435
-100
-0.2% -$33K 2.9% 8
2021
Q1 		$15.3M Buy
45,535
+3,208
+8% +$918K 2.86% 8
2020
Q4 		$12.6M Sell
42,327
-681
-2% -$191K 3.15% 8
2020
Q3 		$11.8M Buy
43,008
+161
+0.4% +$42.6K 3.9% 6
2020
Q2 		$9.73M Sell
42,847
-425
-1% -$83.5K 3.73% 6
2020
Q1 		$6.59M Buy
43,272
+2,714
+7% +$418K 3.64% 6
2019
Q4 		$6.1M Sell
40,558
-300
-0.7% -$43.7K 2.98% 7
2019
Q3 		$5.79M Sell
40,858
-780
-2% -$107K 5.15% 6
2019
Q2 		$5.21M Sell
41,638
-570
-1% -$67.3K 4.79% 6
2019
Q1 		$4.65M Buy
42,208
+107
+0.3% +$11.1K 4.44% 6
2018
Q4 		$4.13M Buy
+42,101
New +$4.57M 4.55% 6

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Hoover Financial Advisors's WST Position: Q2 2021 in Review

Hoover Financial Advisors reduced its West Pharmaceutical (WST) stake by 0.22% in Q2 2021, selling an estimated $33K and leaving 45,435 shares worth $16.3M. The position accounts for 2.9% of the portfolio, ranked #8.

Hoover Financial Advisors first reported a position in WST in Q4 2018 and has held it in 11 quarters since. 639 funds tracked by Wall St. Rank hold WST as of Q2 2021.

  • Hoover Financial Advisors held 45,435 shares of West Pharmaceutical worth $16.3M as of Q2 2021.
  • Hoover Financial Advisors sold 100 West Pharmaceutical shares in Q2 2021, an estimated $33K.
  • West Pharmaceutical made up 2.9% of Hoover Financial Advisors's portfolio in Q2 2021, its #8 holding.
  • Hoover Financial Advisors first reported a position in West Pharmaceutical in Q4 2018 and has held it in 11 quarters since.
  • 639 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.