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Ropes Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Ropes 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
-9
Closed -$3K – 802
2020
Q4 		$3K Buy
+9
New +$2.53K ﹤0.01% 619
2018
Q1 		– Sell
-165
Closed -$16K – 756
2017
Q4 		$16K Hold
165
– – ﹤0.01% 478
2017
Q3 		$16K Buy
+165
New +$14.9K ﹤0.01% 448

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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

Ropes Wealth Advisors's WST Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of West Pharmaceutical (WST) in Q1 2021, closing a stake of 9 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in WST in Q3 2017 and held it in 3 quarters. The position peaked at $16K in Q4 2017. 590 funds tracked by Wall St. Rank hold WST as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining West Pharmaceutical position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 9 West Pharmaceutical shares in Q1 2021, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in West Pharmaceutical in Q3 2017 and held it in 3 quarters.
  • Ropes Wealth Advisors's West Pharmaceutical position peaked at $16K in Q4 2017.
  • 590 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.