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MorganRosel Wealth Management’s West Pharmaceutical WST Stock Holding History

MorganRosel 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
2022
Q2 		– Sell
-1,780
Closed -$731K – 100
2022
Q1 		$731K Buy
1,780
+108
+6% +$42.3K 0.35% 56
2021
Q4 		$784K Buy
+1,672
New +$720K 0.38% 54
2021
Q1 		– Sell
-2,049
Closed -$581K – 91
2020
Q4 		$581K Buy
2,049
+72
+4% +$20.2K 0.41% 51
2020
Q3 		$543K Buy
+1,977
New +$523K 0.44% 49

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

MorganRosel Wealth Management's WST Position: Q2 2022 in Review

MorganRosel Wealth Management sold out of West Pharmaceutical (WST) in Q2 2022, closing a stake of 1,780 shares — an estimated $731K sold.

MorganRosel Wealth Management first reported a position in WST in Q3 2020 and held it in 4 quarters. The position peaked at $784K in Q4 2021. 655 funds tracked by Wall St. Rank hold WST as of Q2 2022.

  • MorganRosel Wealth Management reported no remaining West Pharmaceutical position as of Q2 2022 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,780 West Pharmaceutical shares in Q2 2022, an estimated $731K.
  • MorganRosel Wealth Management first reported a position in West Pharmaceutical in Q3 2020 and held it in 4 quarters.
  • MorganRosel Wealth Management's West Pharmaceutical position peaked at $784K in Q4 2021.
  • 655 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2022.

Based on MorganRosel Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.