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Carmichael Hill & Associates’s Williams-Sonoma WSM Stock Holding History

Carmichael Hill & 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
2020
Q2 		– Sell
-66
Closed -$1K – 730
2020
Q1 		$1K Hold
66
– – ﹤0.01% 670
2019
Q4 		$2K Buy
+66
New +$2.29K ﹤0.01% 650

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Carmichael Hill & Associates's WSM Position: Q2 2020 in Review

Carmichael Hill & Associates sold out of Williams-Sonoma (WSM) in Q2 2020, closing a stake of 66 shares — an estimated $1K sold.

Carmichael Hill & Associates first reported a position in WSM in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 440 funds tracked by Wall St. Rank hold WSM as of Q2 2020.

  • Carmichael Hill & Associates reported no remaining Williams-Sonoma position as of Q2 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 66 Williams-Sonoma shares in Q2 2020, an estimated $1K.
  • Carmichael Hill & Associates first reported a position in Williams-Sonoma in Q4 2019 and held it in 2 quarters.
  • Carmichael Hill & Associates's Williams-Sonoma position peaked at $2K in Q4 2019.
  • 440 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2020.

Based on Carmichael Hill & Associates's 13F filing for Q2 2020, filed 5 Aug 2020.