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Meridian Wealth Management’s West Pharmaceutical WST Stock Holding History

Meridian 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
2020
Q3 		– Sell
-2,890
Closed -$656K – 280
2020
Q2 		$656K Sell
2,890
-506
-15% -$99.4K 0.22% 102
2020
Q1 		$517K Buy
+3,396
New +$523K 0.23% 97

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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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Meridian Wealth Management's WST Position: Q3 2020 in Review

Meridian Wealth Management sold out of West Pharmaceutical (WST) in Q3 2020, closing a stake of 2,890 shares — an estimated $656K sold.

Meridian Wealth Management first reported a position in WST in Q1 2020 and held it in 2 quarters. The position peaked at $656K in Q2 2020. 574 funds tracked by Wall St. Rank hold WST as of Q3 2020.

  • Meridian Wealth Management reported no remaining West Pharmaceutical position as of Q3 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 2,890 West Pharmaceutical shares in Q3 2020, an estimated $656K.
  • Meridian Wealth Management first reported a position in West Pharmaceutical in Q1 2020 and held it in 2 quarters.
  • Meridian Wealth Management's West Pharmaceutical position peaked at $656K in Q2 2020.
  • 574 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2020.

Based on Meridian Wealth Management's 13F filing for Q3 2020, filed 9 Oct 2020.