Valeo Financial Advisors’s West Pharmaceutical WST Stock Holding History

Valeo Financial 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 Q3	–	Sell	-25	Closed	-$6K	–	2174
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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Valeo Financial Advisors's WST Position: Q3 2020 in Review

Valeo Financial Advisors sold out of West Pharmaceutical (WST) in Q3 2020, closing a stake of 25 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in WST in Q3 2017 and held it in 12 quarters. The position peaked at $16K in Q2 2018. 574 funds tracked by Wall St. Rank hold WST as of Q3 2020.

Valeo Financial Advisors reported no remaining West Pharmaceutical position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 25 West Pharmaceutical shares in Q3 2020, an estimated $6K.
Valeo Financial Advisors first reported a position in West Pharmaceutical in Q3 2017 and held it in 12 quarters.
Valeo Financial Advisors's West Pharmaceutical position peaked at $16K in Q2 2018.
574 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.