CG
WSM icon

CFO4Life Group’s Williams-Sonoma WSM Stock Holding History

CFO4Life Group’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
2021
Q3 		– Sell
-9,002
Closed -$719K – 154
2021
Q2 		$719K Buy
9,002
+246
+3% +$20.9K 0.17% 63
2021
Q1 		$785K Buy
8,756
+74
+0.9% +$5K 0.2% 56
2020
Q4 		$442K Buy
8,682
+194
+2% +$9.94K 0.13% 91
2020
Q3 		$384K Buy
+8,488
New +$377K 0.13% 93

Other funds holding WSM

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CFO4Life Group's WSM Position: Q3 2021 in Review

CFO4Life Group sold out of Williams-Sonoma (WSM) in Q3 2021, closing a stake of 9,002 shares — an estimated $719K sold.

CFO4Life Group first reported a position in WSM in Q3 2020 and held it in 4 quarters. The position peaked at $785K in Q1 2021. 597 funds tracked by Wall St. Rank hold WSM as of Q3 2021.

  • CFO4Life Group reported no remaining Williams-Sonoma position as of Q3 2021 after selling out during the quarter.
  • CFO4Life Group sold 9,002 Williams-Sonoma shares in Q3 2021, an estimated $719K.
  • CFO4Life Group first reported a position in Williams-Sonoma in Q3 2020 and held it in 4 quarters.
  • CFO4Life Group's Williams-Sonoma position peaked at $785K in Q1 2021.
  • 597 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2021.

Based on CFO4Life Group's 13F filing for Q3 2021, filed 12 Oct 2021.