CS
WSM icon

Comerica Securities’s Williams-Sonoma WSM Stock Holding History

Comerica Securities’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
2023
Q1 		– Sell
-626
Closed -$36K – 1419
2022
Q4 		$36K Buy
+626
New +$37.6K ﹤0.01% 799
2021
Q2 		– Sell
-5,590
Closed -$501K – 531
2021
Q1 		$501K Sell
5,590
-10
-0.2% -$675 0.04% 318
2020
Q4 		$285K Hold
5,600
– – 0.02% 395
2020
Q3 		$253K Buy
5,600
+32
+0.6% +$1.42K 0.02% 383
2020
Q2 		$228K Buy
+5,568
New +$189K 0.02% 387

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 $5.7T 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
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return