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Lenox Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-98
Closed -$15K – 808
2020
Q1 		$15K Buy
+98
New +$15.1K ﹤0.01% 307
2019
Q2 		– Sell
-78
Closed -$9K – 583
2019
Q1 		$9K Buy
78
+51
+189% +$5.3K ﹤0.01% 287
2018
Q4 		$3K Hold
27
– – ﹤0.01% 326
2018
Q3 		$3K Sell
27
-150
-85% -$16.8K ﹤0.01% 347
2018
Q2 		$18K Buy
177
+129
+269% +$11.9K ﹤0.01% 277
2018
Q1 		$4K Buy
48
+21
+78% +$1.96K ﹤0.01% 438
2017
Q4 		$3K Buy
+27
New +$2.65K ﹤0.01% 302

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 $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Lenox Wealth Advisors's WST Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of West Pharmaceutical (WST) in Q2 2020, closing a stake of 98 shares — an estimated $15K sold.

Lenox Wealth Advisors first reported a position in WST in Q4 2017 and held it in 7 quarters. The position peaked at $18K in Q2 2018. 524 funds tracked by Wall St. Rank hold WST as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining West Pharmaceutical position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 98 West Pharmaceutical shares in Q2 2020, an estimated $15K.
  • Lenox Wealth Advisors first reported a position in West Pharmaceutical in Q4 2017 and held it in 7 quarters.
  • Lenox Wealth Advisors's West Pharmaceutical position peaked at $18K in Q2 2018.
  • 524 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.