Capital Advisory Group Advisory Services’s Williams-Sonoma WSM Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-868	Closed	-$63K	–	490
2022 Q1	$63K	Buy	+868	New	+$65.7K	0.03%	228
2021 Q4	–	Sell	-766	Closed	-$68K	–	518
2021 Q3	$68K	Buy	766 +478	+166%	+$40.4K	0.02%	253
2021 Q2	$23K	Buy	288 +262	+1,008%	+$22.3K	0.01%	324
2021 Q1	$2K	Buy	+26	New	+$1.75K	﹤0.01%	490

Other funds holding WSM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Capital Advisory Group Advisory Services's WSM Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Williams-Sonoma (WSM) in Q2 2022, closing a stake of 868 shares — an estimated $63K sold.

Capital Advisory Group Advisory Services first reported a position in WSM in Q1 2021 and held it in 4 quarters. The position peaked at $68K in Q3 2021. 612 funds tracked by Wall St. Rank hold WSM as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Williams-Sonoma position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 868 Williams-Sonoma shares in Q2 2022, an estimated $63K.
Capital Advisory Group Advisory Services first reported a position in Williams-Sonoma in Q1 2021 and held it in 4 quarters.
Capital Advisory Group Advisory Services's Williams-Sonoma position peaked at $68K in Q3 2021.
612 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.