AP
WSM icon

Advisor Partners’s Williams-Sonoma WSM Stock Holding History

Advisor Partners’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$207K Buy
3,730
+152
+4% +$9.83K 0.01% 775
2022
Q1 		$259K Buy
+3,578
New +$271K 0.02% 724

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's WSM Position: Q2 2022 in Review

Advisor Partners increased its Williams-Sonoma (WSM) stake by 4.2% in Q2 2022, buying an estimated $9.83K and bringing the position to 3,730 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #775.

Advisor Partners first reported a position in WSM in Q1 2022 and has held it in 2 quarters since. The position peaked at $259K in Q1 2022. 612 funds tracked by Wall St. Rank hold WSM as of Q2 2022.

  • Advisor Partners held 3,730 shares of Williams-Sonoma worth $207K as of Q2 2022.
  • Advisor Partners bought 152 Williams-Sonoma shares in Q2 2022, an estimated $9.83K.
  • Williams-Sonoma made up 0.01% of Advisor Partners's portfolio in Q2 2022, its #775 holding.
  • Advisor Partners first reported a position in Williams-Sonoma in Q1 2022 and has held it in 2 quarters since.
  • Advisor Partners's Williams-Sonoma position peaked at $259K in Q1 2022.
  • 612 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.