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TRUE Private Wealth Advisors’s West Pharmaceutical WST Stock Holding History

TRUE Private 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
2020
Q2 		– Sell
-368
Closed -$56K – 757
2020
Q1 		$56K Buy
+368
New +$56.6K 0.01% 272
2018
Q4 		– Sell
-123
Closed -$15.2K – 919
2018
Q3 		$15.2K Buy
+123
New +$13.8K ﹤0.01% 661

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 $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

TRUE Private Wealth Advisors's WST Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of West Pharmaceutical (WST) in Q2 2020, closing a stake of 368 shares — an estimated $56K sold.

TRUE Private Wealth Advisors first reported a position in WST in Q3 2018 and held it in 2 quarters. The position peaked at $56K in Q1 2020. 524 funds tracked by Wall St. Rank hold WST as of Q2 2020.

  • TRUE Private Wealth Advisors reported no remaining West Pharmaceutical position as of Q2 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 368 West Pharmaceutical shares in Q2 2020, an estimated $56K.
  • TRUE Private Wealth Advisors first reported a position in West Pharmaceutical in Q3 2018 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's West Pharmaceutical position peaked at $56K in Q1 2020.
  • 524 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.