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Next Financial Group’s West Pharmaceutical WST Stock Holding History

Next Financial Group’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
2021
Q4 		$2.13M Buy
4,548
+1,540
+51% +$663K 0.14% 160
2021
Q3 		$1.28M Sell
3,008
-35
-1% -$14.8K 0.1% 222
2021
Q2 		$1.09M Buy
3,043
+356
+13% +$118K 0.09% 244
2021
Q1 		$758K Sell
2,687
-81
-3% -$23.2K 0.07% 299
2020
Q4 		$784K Buy
2,768
+252
+10% +$70.7K 0.08% 268
2020
Q3 		$692K Buy
2,516
+1,006
+67% +$266K 0.07% 259
2020
Q2 		$343K Buy
1,510
+72
+5% +$14.1K 0.04% 378
2020
Q1 		$219K Sell
1,438
-1,814
-56% -$279K 0.03% 503
2019
Q4 		$489K Sell
3,252
-1,164
-26% -$169K 0.05% 378
2019
Q3 		$627K Buy
4,416
+337
+8% +$46.4K 0.07% 311
2019
Q2 		$510K Sell
4,079
-494
-11% -$58.3K 0.05% 341
2019
Q1 		$504K Buy
4,573
+4,557
+28,481% +$474K 0.13% 113
2018
Q4 		$2K Buy
+16
New +$1.74K ﹤0.01% 1774
2017
Q3 		– Sell
-200
Closed -$19K – 1972
2017
Q2 		$19K Buy
+200
New +$18.4K ﹤0.01% 1117
2016
Q1 		– Sell
-106
Closed -$6K – 1884
2015
Q4 		$6K Hold
106
– – ﹤0.01% 1347
2015
Q3 		$5K Hold
106
– – ﹤0.01% 1442
2015
Q2 		$6K Hold
106
– – ﹤0.01% 1441
2015
Q1 		$6K Hold
106
– – ﹤0.01% 1447
2014
Q4 		$6K Buy
+106
New +$5.3K ﹤0.01% 1448

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's WST Position: Q4 2021 in Review

Next Financial Group increased its West Pharmaceutical (WST) stake by 51% in Q4 2021, buying an estimated $663K and bringing the position to 4,548 shares worth $2.13M. The position accounts for 0.14% of the portfolio, ranked #160.

Next Financial Group first reported a position in WST in Q4 2014 and has held it in 19 quarters since. 730 funds tracked by Wall St. Rank hold WST as of Q4 2021.

  • Next Financial Group held 4,548 shares of West Pharmaceutical worth $2.13M as of Q4 2021.
  • Next Financial Group bought 1,540 West Pharmaceutical shares in Q4 2021, an estimated $663K.
  • West Pharmaceutical made up 0.14% of Next Financial Group's portfolio in Q4 2021, its #160 holding.
  • Next Financial Group first reported a position in West Pharmaceutical in Q4 2014 and has held it in 19 quarters since.
  • 730 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.