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Baker Tilly Wealth Management’s Williams-Sonoma WSM Stock Holding History

Baker Tilly Wealth 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
2023
Q3 		– Sell
-9,132
Closed -$571K – 556
2023
Q2 		$571K Sell
9,132
-110
-1% -$6.56K 0.06% 303
2023
Q1 		$562K Sell
9,242
-166
-2% -$10.4K 0.06% 302
2022
Q4 		$541K Sell
9,408
-430
-4% -$25.8K 0.07% 301
2022
Q3 		$580K Sell
9,838
-124
-1% -$8.8K 0.08% 262
2022
Q2 		$553K Sell
9,962
-282
-3% -$18.2K 0.07% 277
2022
Q1 		$743K Sell
10,244
-604
-6% -$45.7K 0.08% 247
2021
Q4 		$917K Buy
10,848
+1,974
+22% +$184K 0.1% 221
2021
Q3 		$787K Buy
8,874
+536
+6% +$45.3K 0.1% 208
2021
Q2 		$666K Buy
8,338
+1,230
+17% +$105K 0.11% 211
2021
Q1 		$637K Buy
7,108
+776
+12% +$52.4K 0.13% 197
2020
Q4 		$322K Buy
+6,332
New +$324K 0.1% 224

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Capital Research Global Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return