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Parisi Gray Wealth Management’s West Pharmaceutical WST Stock Holding History

Parisi Gray 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
2019
Q1 		– Sell
-61
Closed -$6K – 582
2018
Q4 		$6K Hold
61
– – ﹤0.01% 456
2018
Q3 		$7K Hold
61
– – ﹤0.01% 451
2018
Q2 		$6K Hold
61
– – ﹤0.01% 481
2018
Q1 		$5K Hold
61
– – ﹤0.01% 507
2017
Q4 		$6K Buy
+61
New +$5.98K ﹤0.01% 527

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BlackRock
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Parisi Gray Wealth Management's WST Position: Q1 2019 in Review

Parisi Gray Wealth Management sold out of West Pharmaceutical (WST) in Q1 2019, closing a stake of 61 shares — an estimated $6K sold.

Parisi Gray Wealth Management first reported a position in WST in Q4 2017 and held it in 5 quarters. The position peaked at $7K in Q3 2018. 379 funds tracked by Wall St. Rank hold WST as of Q1 2019.

  • Parisi Gray Wealth Management reported no remaining West Pharmaceutical position as of Q1 2019 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 61 West Pharmaceutical shares in Q1 2019, an estimated $6K.
  • Parisi Gray Wealth Management first reported a position in West Pharmaceutical in Q4 2017 and held it in 5 quarters.
  • Parisi Gray Wealth Management's West Pharmaceutical position peaked at $7K in Q3 2018.
  • 379 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.