TL
WST icon

TrueWealth LLC’s West Pharmaceutical WST Stock Holding History

TrueWealth LLC’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
2018
Q4 		– Sell
-11
Closed -$1K – 817
2018
Q3 		$1K Hold
11
– – ﹤0.01% 801
2018
Q2 		$1K Hold
11
– – ﹤0.01% 814
2018
Q1 		$1K Hold
11
– – ﹤0.01% 785
2017
Q4 		$1K Buy
+11
New +$1.08K ﹤0.01% 894

Other funds holding WST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

TrueWealth LLC's WST Position: Q4 2018 in Review

TrueWealth LLC sold out of West Pharmaceutical (WST) in Q4 2018, closing a stake of 11 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in WST in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 355 funds tracked by Wall St. Rank hold WST as of Q4 2018.

  • TrueWealth LLC reported no remaining West Pharmaceutical position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 11 West Pharmaceutical shares in Q4 2018, an estimated $1K.
  • TrueWealth LLC first reported a position in West Pharmaceutical in Q4 2017 and held it in 4 quarters.
  • TrueWealth LLC's West Pharmaceutical position peaked at $1K in Q3 2018.
  • 355 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.