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Sowell Financial Services’s West Pharmaceutical WST Stock Holding History

Sowell 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
2021
Q2 		– Sell
-113
Closed -$37K – 2756
2021
Q1 		$37K Buy
113
+55
+95% +$15.7K ﹤0.01% 1787
2020
Q4 		$16K Buy
58
+23
+66% +$6.45K ﹤0.01% 1845
2020
Q3 		$10K Sell
35
-26
-43% -$6.88K ﹤0.01% 1817
2020
Q2 		$14K Buy
61
+22
+56% +$4.32K ﹤0.01% 1585
2020
Q1 		$6K Sell
39
-13
-25% -$2K ﹤0.01% 1790
2019
Q4 		$8K Buy
52
+13
+33% +$1.89K ﹤0.01% 1777
2019
Q3 		$6K Buy
+39
New +$5.37K ﹤0.01% 1721

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Sowell Financial Services's WST Position: Q2 2021 in Review

Sowell Financial Services sold out of West Pharmaceutical (WST) in Q2 2021, closing a stake of 113 shares — an estimated $37K sold.

Sowell Financial Services first reported a position in WST in Q3 2019 and held it in 7 quarters. The position peaked at $37K in Q1 2021. 640 funds tracked by Wall St. Rank hold WST as of Q2 2021.

  • Sowell Financial Services reported no remaining West Pharmaceutical position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 113 West Pharmaceutical shares in Q2 2021, an estimated $37K.
  • Sowell Financial Services first reported a position in West Pharmaceutical in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's West Pharmaceutical position peaked at $37K in Q1 2021.
  • 640 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.