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CFM Wealth Partners’s Williams-Sonoma WSM Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-80
Closed -$3K – 458
2020
Q2 		$3K Sell
80
-1,302
-94% -$44.3K ﹤0.01% 460
2020
Q1 		$29K Sell
1,382
-108
-7% -$3.43K 0.01% 328
2019
Q4 		$57K Buy
+1,490
New +$51.8K 0.02% 271

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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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CFM Wealth Partners's WSM Position: Q3 2020 in Review

CFM Wealth Partners sold out of Williams-Sonoma (WSM) in Q3 2020, closing a stake of 80 shares — an estimated $3K sold.

CFM Wealth Partners first reported a position in WSM in Q4 2019 and held it in 3 quarters. The position peaked at $57K in Q4 2019. 461 funds tracked by Wall St. Rank hold WSM as of Q3 2020.

  • CFM Wealth Partners reported no remaining Williams-Sonoma position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 80 Williams-Sonoma shares in Q3 2020, an estimated $3K.
  • CFM Wealth Partners first reported a position in Williams-Sonoma in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Williams-Sonoma position peaked at $57K in Q4 2019.
  • 461 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.