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Beese Fulmer Investment Management’s Williams-Sonoma WSM Stock Holding History

Beese Fulmer 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
2020
Q3 		– Sell
-988
Closed -$41K – 550
2020
Q2 		$41K Buy
+988
New +$33.6K 0.01% 341

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Beese Fulmer Investment Management's WSM Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Williams-Sonoma (WSM) in Q3 2020, closing a stake of 988 shares — an estimated $41K sold.

Beese Fulmer Investment Management first reported a position in WSM in Q2 2020 and held it in 1 quarter. The position peaked at $41K in Q2 2020. 461 funds tracked by Wall St. Rank hold WSM as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Williams-Sonoma position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 988 Williams-Sonoma shares in Q3 2020, an estimated $41K.
  • Beese Fulmer Investment Management first reported a position in Williams-Sonoma in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Williams-Sonoma position peaked at $41K in Q2 2020.
  • 461 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.