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Wealthcare Advisory Partners’s West Pharmaceutical WST Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-82
Closed -$23K – 1884
2021
Q1 		$23K Buy
+82
New +$23.5K ﹤0.01% 1160
2019
Q3 		– Sell
-7
Closed -$1K – 1425
2019
Q2 		$1K Hold
7
– – ﹤0.01% 1281
2019
Q1 		$1K Hold
7
– – ﹤0.01% 1186
2018
Q4 		$1K Hold
7
– – ﹤0.01% 1171
2018
Q3 		$1K Hold
7
– – ﹤0.01% 1202
2018
Q2 		$1K Hold
7
– – ﹤0.01% 1195
2018
Q1 		$1K Hold
7
– – ﹤0.01% 1040
2017
Q4 		$1K Buy
+7
New +$686 ﹤0.01% 1040

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State Street
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Wealthcare Advisory Partners's WST Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of West Pharmaceutical (WST) in Q2 2021, closing a stake of 82 shares — an estimated $23K sold.

Wealthcare Advisory Partners first reported a position in WST in Q4 2017 and held it in 8 quarters. The position peaked at $23K in Q1 2021. 640 funds tracked by Wall St. Rank hold WST as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining West Pharmaceutical position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 82 West Pharmaceutical shares in Q2 2021, an estimated $23K.
  • Wealthcare Advisory Partners first reported a position in West Pharmaceutical in Q4 2017 and held it in 8 quarters.
  • Wealthcare Advisory Partners's West Pharmaceutical position peaked at $23K in Q1 2021.
  • 640 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.