Clarus Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Clarus Wealth Advisors’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
2019 Q3	–	Sell	-622	Closed	-$20K	–	552
2019 Q2	$20K	Buy	622 +4	+0.6%	+$115	0.01%	366
2019 Q1	$17K	Buy	618 +6	+1%	+$166	0.01%	452
2018 Q4	$15K	Buy	612 +4	+0.7%	+$114	0.02%	450
2018 Q3	$20K	Buy	608 +4	+0.7%	+$127	0.01%	435
2018 Q2	$16K	Buy	+604	New	+$16.2K	0.01%	460

Other funds holding WSM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Clarus Wealth Advisors's WSM Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Williams-Sonoma (WSM) in Q3 2019, closing a stake of 622 shares — an estimated $20K sold.

Clarus Wealth Advisors first reported a position in WSM in Q2 2018 and held it in 5 quarters. The position peaked at $20K in Q2 2019. 412 funds tracked by Wall St. Rank hold WSM as of Q3 2019.

Clarus Wealth Advisors reported no remaining Williams-Sonoma position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 622 Williams-Sonoma shares in Q3 2019, an estimated $20K.
Clarus Wealth Advisors first reported a position in Williams-Sonoma in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Williams-Sonoma position peaked at $20K in Q2 2019.
412 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.