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Personal CFO Solutions’s West Pharmaceutical WST Stock Holding History

Personal CFO Solutions’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
-790
Closed -$239K – 473
2022
Q2 		$239K Sell
790
-111
-12% -$36.1K 0.06% 333
2022
Q1 		$370K Buy
901
+137
+18% +$53.6K 0.07% 268
2021
Q4 		$358K Buy
764
+119
+18% +$51.2K 0.07% 270
2021
Q3 		$274K Sell
645
-23
-3% -$9.7K 0.06% 315
2021
Q2 		$240K Buy
+668
New +$221K 0.05% 362

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

Personal CFO Solutions's WST Position: Q3 2022 in Review

Personal CFO Solutions sold out of West Pharmaceutical (WST) in Q3 2022, closing a stake of 790 shares — an estimated $239K sold.

Personal CFO Solutions first reported a position in WST in Q2 2021 and held it in 5 quarters. The position peaked at $370K in Q1 2022. 638 funds tracked by Wall St. Rank hold WST as of Q3 2022.

  • Personal CFO Solutions reported no remaining West Pharmaceutical position as of Q3 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 790 West Pharmaceutical shares in Q3 2022, an estimated $239K.
  • Personal CFO Solutions first reported a position in West Pharmaceutical in Q2 2021 and held it in 5 quarters.
  • Personal CFO Solutions's West Pharmaceutical position peaked at $370K in Q1 2022.
  • 638 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.