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Regent Peak Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Regent Peak Wealth Advisors’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
Q1 		– Sell
-110
Closed -$31K – 1011
2020
Q4 		$31K Buy
+110
New +$30.9K 0.01% 380

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Franklin Resources
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regent Peak Wealth Advisors's WST Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of West Pharmaceutical (WST) in Q1 2021, closing a stake of 110 shares — an estimated $31K sold.

Regent Peak Wealth Advisors first reported a position in WST in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 590 funds tracked by Wall St. Rank hold WST as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining West Pharmaceutical position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 110 West Pharmaceutical shares in Q1 2021, an estimated $31K.
  • Regent Peak Wealth Advisors first reported a position in West Pharmaceutical in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's West Pharmaceutical position peaked at $31K in Q4 2020.
  • 590 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.