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Prospera Financial Services’s West Pharmaceutical WST Stock Holding History

Prospera Financial Services’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
2023
Q2 		– Sell
-8,992
Closed -$3.12M – 1087
2023
Q1 		$3.12M Buy
+8,992
New +$2.63M 0.13% 194
2022
Q2 		– Sell
-9
Closed -$4K – 2629
2022
Q1 		$4K Sell
9
-6,066
-100% -$2.37M ﹤0.01% 2352
2021
Q4 		$2.85M Buy
+6,075
New +$2.61M 0.12% 198
2020
Q4 		– Sell
-700
Closed -$193K – 1590
2020
Q3 		$193K Sell
700
-1,001
-59% -$265K 0.07% 238
2020
Q2 		$386K Buy
+1,701
New +$334K 0.03% 394

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Prospera Financial Services's WST Position: Q2 2023 in Review

Prospera Financial Services sold out of West Pharmaceutical (WST) in Q2 2023, closing a stake of 8,992 shares — an estimated $3.12M sold.

Prospera Financial Services first reported a position in WST in Q2 2020 and held it in 5 quarters. The position peaked at $3.12M in Q1 2023. 734 funds tracked by Wall St. Rank hold WST as of Q2 2023.

  • Prospera Financial Services reported no remaining West Pharmaceutical position as of Q2 2023 after selling out during the quarter.
  • Prospera Financial Services sold 8,992 West Pharmaceutical shares in Q2 2023, an estimated $3.12M.
  • Prospera Financial Services first reported a position in West Pharmaceutical in Q2 2020 and held it in 5 quarters.
  • Prospera Financial Services's West Pharmaceutical position peaked at $3.12M in Q1 2023.
  • 734 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.