Bellecapital’s Williams-Sonoma WSM Stock Holding History

Bellecapital’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
2022 Q1	–	Sell	-8,450	Closed	-$715K	–	218
2021 Q4	$715K	Sell	8,450 -794	-9%	-$74K	0.2%	87
2021 Q3	$820K	Buy	+9,244	New	+$782K	0.25%	79

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Bellecapital's WSM Position: Q1 2022 in Review

Bellecapital sold out of Williams-Sonoma (WSM) in Q1 2022, closing a stake of 8,450 shares — an estimated $715K sold.

Bellecapital first reported a position in WSM in Q3 2021 and held it in 2 quarters. The position peaked at $820K in Q3 2021. 621 funds tracked by Wall St. Rank hold WSM as of Q1 2022.

Bellecapital reported no remaining Williams-Sonoma position as of Q1 2022 after selling out during the quarter.
Bellecapital sold 8,450 Williams-Sonoma shares in Q1 2022, an estimated $715K.
Bellecapital first reported a position in Williams-Sonoma in Q3 2021 and held it in 2 quarters.
Bellecapital's Williams-Sonoma position peaked at $820K in Q3 2021.
621 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2022.

Based on Bellecapital's 13F filing for Q1 2022, filed 3 May 2022.