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

BDO 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
Q2 		$376 Hold
6
– – ﹤0.01% 942
2023
Q1 		$365 Hold
6
– – ﹤0.01% 1016
2022
Q4 		$345 Hold
6
– – ﹤0.01% 972
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1146
2022
Q2 		$0 Hold
6
– – ﹤0.01% 1127
2022
Q1 		$0 Hold
6
– – ﹤0.01% 1149
2021
Q4 		$1K Buy
+6
New +$559 ﹤0.01% 1067
2020
Q2 		– Sell
-720
Closed -$15K – 772
2020
Q1 		$15K Buy
+720
New +$22.9K ﹤0.01% 499

Other funds holding WSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BDO Wealth Advisors's WSM Position: Q2 2023 in Review

BDO Wealth Advisors held its Williams-Sonoma (WSM) position steady in Q2 2023 at 6 shares worth $376. The position accounts for ﹤0.01% of the portfolio, ranked #942.

BDO Wealth Advisors first reported a position in WSM in Q1 2020 and has held it in 8 quarters since. The position peaked at $15K in Q1 2020. 586 funds tracked by Wall St. Rank hold WSM as of Q2 2023.

  • BDO Wealth Advisors held 6 shares of Williams-Sonoma worth $376 as of Q2 2023.
  • BDO Wealth Advisors left its Williams-Sonoma share count unchanged in Q2 2023.
  • Williams-Sonoma made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #942 holding.
  • BDO Wealth Advisors first reported a position in Williams-Sonoma in Q1 2020 and has held it in 8 quarters since.
  • BDO Wealth Advisors's Williams-Sonoma position peaked at $15K in Q1 2020.
  • 586 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.