TWA
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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 – 2260
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 $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return