C.M. Bidwell & Associates’s Williams-Sonoma WSM Stock Holding History

C.M. Bidwell & Associates’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 Q3	–	Sell	-574	Closed	-$32K	–	552
2022 Q2	$32K	Buy	+574	New	+$37.1K	0.03%	309
2022 Q1	–	Sell	-740	Closed	-$63K	–	618
2021 Q4	$63K	Buy	+740	New	+$68.9K	0.04%	282
2015 Q3	–	Sell	-79,920	Closed	-$3.29M	–	284
2015 Q2	$3.29M	Buy	+79,920	New	+$3.13M	0.73%	71

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

C.M. Bidwell & Associates's WSM Position: Q3 2022 in Review

C.M. Bidwell & Associates sold out of Williams-Sonoma (WSM) in Q3 2022, closing a stake of 574 shares — an estimated $32K sold.

C.M. Bidwell & Associates first reported a position in WSM in Q2 2015 and held it in 3 quarters. The position peaked at $3.29M in Q2 2015. 616 funds tracked by Wall St. Rank hold WSM as of Q3 2022.

C.M. Bidwell & Associates reported no remaining Williams-Sonoma position as of Q3 2022 after selling out during the quarter.
C.M. Bidwell & Associates sold 574 Williams-Sonoma shares in Q3 2022, an estimated $32K.
C.M. Bidwell & Associates first reported a position in Williams-Sonoma in Q2 2015 and held it in 3 quarters.
C.M. Bidwell & Associates's Williams-Sonoma position peaked at $3.29M in Q2 2015.
616 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2022, filed 14 Nov 2022.