Patriot Financial Group Insurance Agency’s West Pharmaceutical WST Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-4	Closed	-$1K	–	1952
2022 Q2	$1K	Sell	4 -12	-75%	-$3.9K	﹤0.01%	1964
2022 Q1	$7K	Sell	16 -287	-95%	-$112K	﹤0.01%	1517
2021 Q4	$142K	Buy	303 +9	+3%	+$3.87K	0.02%	549
2021 Q3	$125K	Hold	294	–	–	0.02%	579
2021 Q2	$106K	Hold	294	–	–	0.02%	606
2021 Q1	$83K	Sell	294 -34	-10%	-$9.73K	0.02%	618
2020 Q4	$93K	Buy	328 +261	+390%	+$73.2K	0.02%	523
2020 Q3	$18K	Hold	67	–	–	0.01%	842
2020 Q2	$15K	Buy	67 +2	+3%	+$393	0.01%	842
2020 Q1	$10K	Buy	+65	New	+$10K	﹤0.01%	871
2019 Q3	–	Sell	-17	Closed	-$2K	–	1485
2019 Q2	$2K	Buy	17 +11	+183%	+$1.3K	﹤0.01%	1155
2019 Q1	$1K	Buy	+6	New	+$624	﹤0.01%	1188

Other funds holding WST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WST Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of West Pharmaceutical (WST) in Q3 2022, closing a stake of 4 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in WST in Q1 2019 and held it in 12 quarters. The position peaked at $142K in Q4 2021. 639 funds tracked by Wall St. Rank hold WST as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining West Pharmaceutical position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 4 West Pharmaceutical shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in West Pharmaceutical in Q1 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's West Pharmaceutical position peaked at $142K in Q4 2021.
639 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.