Artemis Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Artemis Wealth 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
2023 Q3	–	Sell	-610	Closed	-$38.2K	–	78
2023 Q2	$38.2K	Buy	+610	New	+$36.4K	0.01%	47
2023 Q1	–	Sell	-602	Closed	-$34.6K	–	92
2022 Q4	$34.6K	Buy	602 +4	+0.7%	+$240	0.01%	50
2022 Q3	$35.3K	Buy	598 +2	+0.3%	+$142	0.01%	53
2022 Q2	$33K	Buy	596 +114	+24%	+$7.37K	0.01%	72
2022 Q1	$35K	Buy	+482	New	+$36.5K	0.01%	45

Other funds holding WSM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

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

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artemis Wealth Advisors's WSM Position: Q3 2023 in Review

Artemis Wealth Advisors sold out of Williams-Sonoma (WSM) in Q3 2023, closing a stake of 610 shares — an estimated $38.2K sold.

Artemis Wealth Advisors first reported a position in WSM in Q1 2022 and held it in 5 quarters. The position peaked at $38.2K in Q2 2023. 595 funds tracked by Wall St. Rank hold WSM as of Q3 2023.

Artemis Wealth Advisors reported no remaining Williams-Sonoma position as of Q3 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 610 Williams-Sonoma shares in Q3 2023, an estimated $38.2K.
Artemis Wealth Advisors first reported a position in Williams-Sonoma in Q1 2022 and held it in 5 quarters.
Artemis Wealth Advisors's Williams-Sonoma position peaked at $38.2K in Q2 2023.
595 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2023.

Based on Artemis Wealth Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.