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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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Comerica Securities's WSM Position: Q1 2023 in Review

Comerica Securities sold out of Williams-Sonoma (WSM) in Q1 2023, closing a stake of 626 shares — an estimated $36K sold.

Comerica Securities first reported a position in WSM in Q2 2020 and held it in 5 quarters. The position peaked at $501K in Q1 2021. 608 funds tracked by Wall St. Rank hold WSM as of Q1 2023.

  • Comerica Securities reported no remaining Williams-Sonoma position as of Q1 2023 after selling out during the quarter.
  • Comerica Securities sold 626 Williams-Sonoma shares in Q1 2023, an estimated $36K.
  • Comerica Securities first reported a position in Williams-Sonoma in Q2 2020 and held it in 5 quarters.
  • Comerica Securities's Williams-Sonoma position peaked at $501K in Q1 2021.
  • 608 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2023.

Based on Comerica Securities's 13F filing for Q1 2023, filed 27 Apr 2023.