Wealthspire Advisors (Maryland)’s West Pharmaceutical WST Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-256	Closed	-$28K	–	2062
2019 Q1	$28K	Buy	256 +203	+383%	+$21.1K	﹤0.01%	1143
2018 Q4	$5K	Sell	53 -17	-24%	-$1.84K	﹤0.01%	1764
2018 Q3	$9K	Buy	70 +8	+13%	+$897	﹤0.01%	1576
2018 Q2	$6K	Buy	62 +22	+55%	+$2.02K	﹤0.01%	1746
2018 Q1	$4K	Sell	40 -3	-7%	-$281	﹤0.01%	1944
2017 Q4	$4K	Buy	43 +11	+34%	+$1.08K	﹤0.01%	1933
2017 Q3	$3K	Sell	32 -54	-63%	-$4.89K	﹤0.01%	1929
2017 Q2	$8K	Buy	86 +70	+438%	+$6.44K	﹤0.01%	1630
2017 Q1	$1K	Buy	+16	New	+$1.34K	﹤0.01%	1853

Other funds holding WST

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WST Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of West Pharmaceutical (WST) in Q2 2019, closing a stake of 256 shares — an estimated $28K sold.

Wealthspire Advisors (Maryland) first reported a position in WST in Q1 2017 and held it in 9 quarters. The position peaked at $28K in Q1 2019. 374 funds tracked by Wall St. Rank hold WST as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining West Pharmaceutical position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 256 West Pharmaceutical shares in Q2 2019, an estimated $28K.
Wealthspire Advisors (Maryland) first reported a position in West Pharmaceutical in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s West Pharmaceutical position peaked at $28K in Q1 2019.
374 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.