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Berman Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Berman Capital 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 		$56K Buy
632
+366
+138% +$31K 0.01% 638
2021
Q2 		$21K Buy
266
+214
+412% +$18.2K ﹤0.01% 896
2021
Q1 		$4K Buy
52
+8
+18% +$540 ﹤0.01% 1368
2020
Q4 		$2K Buy
44
+6
+16% +$307 ﹤0.01% 1453
2020
Q3 		$1K Hold
38
– – ﹤0.01% 1537
2020
Q2 		$1K Buy
+38
New +$1.29K ﹤0.01% 1525

Other funds holding WSM

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's WSM Position: Q3 2021 in Review

Berman Capital Advisors increased its Williams-Sonoma (WSM) stake by 138% in Q3 2021, buying an estimated $31K and bringing the position to 632 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #638.

Berman Capital Advisors first reported a position in WSM in Q2 2020 and has held it in 6 quarters since. 597 funds tracked by Wall St. Rank hold WSM as of Q3 2021.

  • Berman Capital Advisors held 632 shares of Williams-Sonoma worth $56K as of Q3 2021.
  • Berman Capital Advisors bought 366 Williams-Sonoma shares in Q3 2021, an estimated $31K.
  • Williams-Sonoma made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #638 holding.
  • Berman Capital Advisors first reported a position in Williams-Sonoma in Q2 2020 and has held it in 6 quarters since.
  • 597 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.