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Legacy Financial Advisors’s West Pharmaceutical WST Stock Holding History

Legacy 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
2019
Q2 		– Sell
-5
Closed -$1K – 916
2019
Q1 		$1K Hold
5
– – ﹤0.01% 1029
2018
Q4 		$0 Hold
5
– – ﹤0.01% 1056
2018
Q3 		$0 Hold
5
– – ﹤0.01% 959
2018
Q2 		$1K Hold
5
– – ﹤0.01% 903
2018
Q1 		$0 Hold
5
– – ﹤0.01% 916
2017
Q4 		$0 Buy
+5
New +$490 ﹤0.01% 865

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BlackRock
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legacy Financial Advisors's WST Position: Q2 2019 in Review

Legacy Financial Advisors sold out of West Pharmaceutical (WST) in Q2 2019, closing a stake of 5 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in WST in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 374 funds tracked by Wall St. Rank hold WST as of Q2 2019.

  • Legacy Financial Advisors reported no remaining West Pharmaceutical position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 5 West Pharmaceutical shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in West Pharmaceutical in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's West Pharmaceutical position peaked at $1K in Q1 2019.
  • 374 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.