Ballew Advisors’s Williams-Sonoma WSM Stock Holding History

Ballew 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
2021 Q3	–	Sell	-12,208	Closed	-$998K	–	125
2021 Q2	$998K	Buy	+12,208	New	+$1.04M	0.69%	43

Other funds holding WSM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ballew Advisors's WSM Position: Q3 2021 in Review

Ballew Advisors sold out of Williams-Sonoma (WSM) in Q3 2021, closing a stake of 12,208 shares — an estimated $998K sold.

Ballew Advisors first reported a position in WSM in Q2 2021 and held it in 1 quarter. The position peaked at $998K in Q2 2021. 597 funds tracked by Wall St. Rank hold WSM as of Q3 2021.

Ballew Advisors reported no remaining Williams-Sonoma position as of Q3 2021 after selling out during the quarter.
Ballew Advisors sold 12,208 Williams-Sonoma shares in Q3 2021, an estimated $998K.
Ballew Advisors first reported a position in Williams-Sonoma in Q2 2021 and held it in 1 quarter.
Ballew Advisors's Williams-Sonoma position peaked at $998K in Q2 2021.
597 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2021.

Based on Ballew Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.