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TCI Wealth Advisors’s West Pharmaceutical WST Stock Holding History

TCI 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
2023
Q2 		– Sell
-36
Closed -$12.5K – 2258
2023
Q1 		$12.5K Hold
36
– – ﹤0.01% 948
2022
Q4 		$8.47K Sell
36
-14
-28% -$3.32K ﹤0.01% 1182
2022
Q3 		$12K Buy
50
+2
+4% +$609 ﹤0.01% 937
2022
Q2 		$15K Sell
48
-22
-31% -$7.16K ﹤0.01% 785
2022
Q1 		$29K Buy
70
+2
+3% +$783 ﹤0.01% 554
2021
Q4 		$32K Buy
68
+2
+3% +$861 ﹤0.01% 524
2021
Q3 		$28K Buy
66
+1
+2% +$422 ﹤0.01% 566
2021
Q2 		$23K Buy
65
+24
+59% +$7.93K ﹤0.01% 577
2021
Q1 		$12K Buy
41
+12
+41% +$3.43K 0.01% 783
2020
Q4 		$8K Buy
29
+9
+45% +$2.53K ﹤0.01% 725
2020
Q3 		$5K Hold
20
– – ﹤0.01% 798
2020
Q2 		$5K Hold
20
– – ﹤0.01% 764
2020
Q1 		$3K Buy
20
+4
+25% +$616 ﹤0.01% 937
2019
Q4 		$2K Hold
16
– – ﹤0.01% 1228
2019
Q3 		$2K Buy
16
+6
+60% +$826 ﹤0.01% 1170
2019
Q2 		$1K Hold
10
– – ﹤0.01% 1328
2019
Q1 		$1K Hold
10
– – ﹤0.01% 1330
2018
Q4 		$1K Sell
10
-11
-52% -$1.19K ﹤0.01% 1339
2018
Q3 		$3K Buy
21
+11
+110% +$1.23K ﹤0.01% 966
2018
Q2 		$1K Buy
+10
New +$921 ﹤0.01% 1397

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

TCI Wealth Advisors's WST Position: Q2 2023 in Review

TCI Wealth Advisors sold out of West Pharmaceutical (WST) in Q2 2023, closing a stake of 36 shares — an estimated $12.5K sold.

TCI Wealth Advisors first reported a position in WST in Q2 2018 and held it in 20 quarters. The position peaked at $32K in Q4 2021. 734 funds tracked by Wall St. Rank hold WST as of Q2 2023.

  • TCI Wealth Advisors reported no remaining West Pharmaceutical position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 36 West Pharmaceutical shares in Q2 2023, an estimated $12.5K.
  • TCI Wealth Advisors first reported a position in West Pharmaceutical in Q2 2018 and held it in 20 quarters.
  • TCI Wealth Advisors's West Pharmaceutical position peaked at $32K in Q4 2021.
  • 734 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.