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

Aspen 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
2021
Q3 		– Sell
-3,724
Closed -$297K – 152
2021
Q2 		$297K Buy
+3,724
New +$317K 0.16% 125

Other funds holding WSM

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aspen Investment Management's WSM Position: Q3 2021 in Review

Aspen Investment Management sold out of Williams-Sonoma (WSM) in Q3 2021, closing a stake of 3,724 shares — an estimated $297K sold.

Aspen Investment Management first reported a position in WSM in Q2 2021 and held it in 1 quarter. The position peaked at $297K in Q2 2021. 596 funds tracked by Wall St. Rank hold WSM as of Q3 2021.

  • Aspen Investment Management reported no remaining Williams-Sonoma position as of Q3 2021 after selling out during the quarter.
  • Aspen Investment Management sold 3,724 Williams-Sonoma shares in Q3 2021, an estimated $297K.
  • Aspen Investment Management first reported a position in Williams-Sonoma in Q2 2021 and held it in 1 quarter.
  • Aspen Investment Management's Williams-Sonoma position peaked at $297K in Q2 2021.
  • 596 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2021.

Based on Aspen Investment Management's 13F filing for Q3 2021, filed 6 Dec 2021.