Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
VFA
Valeo Financial Advisors’s
West Pharmaceutical
WST
Stock Holding History
Valeo Financial Advisors’s Portfolio
WST Stock Details
WST Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q3
–
Sell
-25
Closed
-$6K
–
2197
2020
Q2
$6K
Hold
25
–
–
﹤0.01%
1479
2020
Q1
$4K
Buy
25
+10
+67%
+$1.54K
﹤0.01%
1379
2019
Q4
$2K
Hold
15
–
–
﹤0.01%
1493
2019
Q3
$2K
Hold
15
–
–
﹤0.01%
1417
2019
Q2
$2K
Sell
15
-51
-77%
-$6.02K
﹤0.01%
1439
2019
Q1
$7K
Sell
66
-63
-49%
-$6.55K
﹤0.01%
1067
2018
Q4
$13K
Sell
129
-5
-4%
-$543
﹤0.01%
823
2018
Q3
$14K
Sell
134
-6
-4%
-$673
﹤0.01%
883
2018
Q2
$16K
Buy
140
+22
+19%
+$2.02K
﹤0.01%
835
2018
Q1
$10K
Buy
118
+14
+13%
+$1.31K
﹤0.01%
931
2017
Q4
$10K
Buy
104
+93
+845%
+$9.12K
﹤0.01%
845
2017
Q3
$1K
Buy
+11
New
+$995
﹤0.01%
1137
Other funds holding WST
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
WCM Investment Management
Laguna Beach, California
$43.8B AUM
42.28%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$61.3B AUM
26.25%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close