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ClariVest Asset Management’s Williams-Sonoma WSM Stock Holding History

ClariVest Asset Management’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
-38,200
Closed -$2.77M – 790
2022
Q1 		$2.77M Hold
38,200
– – 0.11% 180
2021
Q4 		$3.23M Sell
38,200
-3,800
-9% -$354K 0.1% 193
2021
Q3 		$3.72M Sell
42,000
-1,800
-4% -$152K 0.12% 173
2021
Q2 		$3.5M Buy
+43,800
New +$3.73M 0.12% 163
2015
Q4 		– Sell
-20
Closed -$1K – 660
2015
Q3 		$1K Sell
20
-10
-33% -$407 ﹤0.01% 580
2015
Q2 		$1K Hold
30
– – ﹤0.01% 587
2015
Q1 		$1K Buy
+30
New +$1.19K ﹤0.01% 580

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return