Milestone Wealth’s West Pharmaceutical WST Stock Holding History

Milestone Wealth’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
2022 Q2	–	Sell	-62	Closed	-$29K	–	253
2022 Q1	$29K	Hold	62	–	–	0.02%	165
2021 Q4	$29K	Buy	+62	New	+$26.7K	0.02%	165

Other funds holding WST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Milestone Wealth's WST Position: Q2 2022 in Review

Milestone Wealth sold out of West Pharmaceutical (WST) in Q2 2022, closing a stake of 62 shares — an estimated $29K sold.

Milestone Wealth first reported a position in WST in Q4 2021 and held it in 2 quarters. The position peaked at $29K in Q1 2022. 655 funds tracked by Wall St. Rank hold WST as of Q2 2022.

Milestone Wealth reported no remaining West Pharmaceutical position as of Q2 2022 after selling out during the quarter.
Milestone Wealth sold 62 West Pharmaceutical shares in Q2 2022, an estimated $29K.
Milestone Wealth first reported a position in West Pharmaceutical in Q4 2021 and held it in 2 quarters.
Milestone Wealth's West Pharmaceutical position peaked at $29K in Q1 2022.
655 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.