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Alhambra Investment Management’s Williams-Sonoma WSM Stock Holding History

Alhambra Investment Management’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
2020
Q1 		– Sell
-7,538
Closed -$277K – 119
2019
Q4 		$277K Buy
+7,538
New +$262K 0.32% 95

Other funds holding WSM

Capital Research Global Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Alhambra Investment Management's WSM Position: Q1 2020 in Review

Alhambra Investment Management sold out of Williams-Sonoma (WSM) in Q1 2020, closing a stake of 7,538 shares — an estimated $277K sold.

Alhambra Investment Management first reported a position in WSM in Q4 2019 and held it in 1 quarter. The position peaked at $277K in Q4 2019. 392 funds tracked by Wall St. Rank hold WSM as of Q1 2020.

  • Alhambra Investment Management reported no remaining Williams-Sonoma position as of Q1 2020 after selling out during the quarter.
  • Alhambra Investment Management sold 7,538 Williams-Sonoma shares in Q1 2020, an estimated $277K.
  • Alhambra Investment Management first reported a position in Williams-Sonoma in Q4 2019 and held it in 1 quarter.
  • Alhambra Investment Management's Williams-Sonoma position peaked at $277K in Q4 2019.
  • 392 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2020.

Based on Alhambra Investment Management's 13F filing for Q1 2020, filed 30 Apr 2020.