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Blue Bell Private Wealth Management’s Williams-Sonoma WSM Stock Holding History

Blue Bell Private Wealth 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
2023
Q2 		– Sell
-20
Closed -$1.22K – 694
2023
Q1 		$1.22K Hold
20
– – ﹤0.01% 599
2022
Q4 		$1.15K Hold
20
– – ﹤0.01% 618
2022
Q3 		$1K Hold
20
– – ﹤0.01% 720
2022
Q2 		$1K Hold
20
– – ﹤0.01% 772
2022
Q1 		$1K Hold
20
– – ﹤0.01% 836
2021
Q4 		$2K Buy
+20
New +$1.86K ﹤0.01% 725

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

Blue Bell Private Wealth Management's WSM Position: Q2 2023 in Review

Blue Bell Private Wealth Management sold out of Williams-Sonoma (WSM) in Q2 2023, closing a stake of 20 shares — an estimated $1.22K sold.

Blue Bell Private Wealth Management first reported a position in WSM in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 586 funds tracked by Wall St. Rank hold WSM as of Q2 2023.

  • Blue Bell Private Wealth Management reported no remaining Williams-Sonoma position as of Q2 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 20 Williams-Sonoma shares in Q2 2023, an estimated $1.22K.
  • Blue Bell Private Wealth Management first reported a position in Williams-Sonoma in Q4 2021 and held it in 6 quarters.
  • Blue Bell Private Wealth Management's Williams-Sonoma position peaked at $2K in Q4 2021.
  • 586 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.