NR
WST icon

Newfound Research’s West Pharmaceutical WST Stock Holding History

Newfound Research’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
Q3 		$73K Buy
295
+39
+15% +$11.9K 0.18% 82
2022
Q2 		$77K Buy
+256
New +$83.3K 0.16% 90
2021
Q4 		– Sell
-162
Closed -$69K – 139
2021
Q3 		$69K Sell
162
-64
-28% -$27K 0.11% 104
2021
Q2 		$81K Buy
226
+44
+24% +$14.5K 0.16% 81
2021
Q1 		$51K Buy
+182
New +$52.1K 0.12% 100
2020
Q4 		– Sell
-157
Closed -$43K – 158
2020
Q3 		$43K Buy
+157
New +$41.5K 0.12% 31

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newfound Research's WST Position: Q3 2022 in Review

Newfound Research increased its West Pharmaceutical (WST) stake by 15% in Q3 2022, buying an estimated $11.9K and bringing the position to 295 shares worth $73K. The position accounts for 0.18% of the portfolio, ranked #82.

Newfound Research first reported a position in WST in Q3 2020 and has held it in 6 quarters since. The position peaked at $81K in Q2 2021. 638 funds tracked by Wall St. Rank hold WST as of Q3 2022.

  • Newfound Research held 295 shares of West Pharmaceutical worth $73K as of Q3 2022.
  • Newfound Research bought 39 West Pharmaceutical shares in Q3 2022, an estimated $11.9K.
  • West Pharmaceutical made up 0.18% of Newfound Research's portfolio in Q3 2022, its #82 holding.
  • Newfound Research first reported a position in West Pharmaceutical in Q3 2020 and has held it in 6 quarters since.
  • Newfound Research's West Pharmaceutical position peaked at $81K in Q2 2021.
  • 638 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.