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Squar Milner Financial Services’s West Pharmaceutical WST Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-655
Closed -$99K – 735
2020
Q1 		$99K Sell
655
-90
-12% -$13.9K 0.06% 267
2019
Q4 		$111K Sell
745
-432
-37% -$62.9K 0.06% 305
2019
Q3 		$324K Sell
1,177
-18
-2% -$2.48K 0.17% 151
2019
Q2 		$150K Buy
1,195
+278
+30% +$32.8K 0.1% 205
2019
Q1 		$101K Hold
917
– – 0.07% 254
2018
Q4 		$90K Hold
917
– – 0.09% 233
2018
Q3 		$113K Sell
917
-70
-7% -$7.85K 0.1% 229
2018
Q2 		$98K Buy
+987
New +$90.9K 0.09% 254

Other funds holding WST

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Squar Milner Financial Services's WST Position: Q2 2020 in Review

Squar Milner Financial Services sold out of West Pharmaceutical (WST) in Q2 2020, closing a stake of 655 shares — an estimated $99K sold.

Squar Milner Financial Services first reported a position in WST in Q2 2018 and held it in 8 quarters. The position peaked at $324K in Q3 2019. 524 funds tracked by Wall St. Rank hold WST as of Q2 2020.

  • Squar Milner Financial Services reported no remaining West Pharmaceutical position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 655 West Pharmaceutical shares in Q2 2020, an estimated $99K.
  • Squar Milner Financial Services first reported a position in West Pharmaceutical in Q2 2018 and held it in 8 quarters.
  • Squar Milner Financial Services's West Pharmaceutical position peaked at $324K in Q3 2019.
  • 524 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.