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Lloyd Advisory Services’s West Pharmaceutical WST Stock Holding History

Lloyd Advisory Services’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
2023
Q4 		– Sell
-2,626
Closed -$985K – 340
2023
Q3 		$985K Buy
+2,626
New +$1.02M 0.32% 68

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T. Rowe Price Associates
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Franklin Resources
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APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lloyd Advisory Services's WST Position: Q4 2023 in Review

Lloyd Advisory Services sold out of West Pharmaceutical (WST) in Q4 2023, closing a stake of 2,626 shares — an estimated $985K sold.

Lloyd Advisory Services first reported a position in WST in Q3 2023 and held it in 1 quarter. The position peaked at $985K in Q3 2023. 782 funds tracked by Wall St. Rank hold WST as of Q4 2023.

  • Lloyd Advisory Services reported no remaining West Pharmaceutical position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 2,626 West Pharmaceutical shares in Q4 2023, an estimated $985K.
  • Lloyd Advisory Services first reported a position in West Pharmaceutical in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's West Pharmaceutical position peaked at $985K in Q3 2023.
  • 782 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.