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Avantax Planning Partners’s Williams-Sonoma WSM Stock Holding History

Avantax Planning 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
2018
Q2 		– Sell
-284
Closed -$7K – 1492
2018
Q1 		$7K Buy
+284
New +$7.51K ﹤0.01% 1228

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Select Equity Group
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BC
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
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State Street
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Avantax Planning Partners's WSM Position: Q2 2018 in Review

Avantax Planning Partners sold out of Williams-Sonoma (WSM) in Q2 2018, closing a stake of 284 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in WSM in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 421 funds tracked by Wall St. Rank hold WSM as of Q2 2018.

  • Avantax Planning Partners reported no remaining Williams-Sonoma position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 284 Williams-Sonoma shares in Q2 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Williams-Sonoma in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Williams-Sonoma position peaked at $7K in Q1 2018.
  • 421 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.