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Alera Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-74
Closed -$2K – 1022
2019
Q1 		$2K Buy
74
+46
+164% +$1.27K ﹤0.01% 871
2018
Q4 		$1K Buy
+28
New +$801 ﹤0.01% 1044

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Alera Investment Advisors's WSM Position: Q2 2019 in Review

Alera Investment Advisors sold out of Williams-Sonoma (WSM) in Q2 2019, closing a stake of 74 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in WSM in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 407 funds tracked by Wall St. Rank hold WSM as of Q2 2019.

  • Alera Investment Advisors reported no remaining Williams-Sonoma position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 74 Williams-Sonoma shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in Williams-Sonoma in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Williams-Sonoma position peaked at $2K in Q1 2019.
  • 407 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.