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CSat Investment Advisory’s Williams-Sonoma WSM Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-432
Closed -$20K – 971
2020
Q3 		$20K Buy
432
+54
+14% +$2.4K ﹤0.01% 866
2020
Q2 		$15K Sell
378
-102
-21% -$3.47K ﹤0.01% 931
2020
Q1 		$10K Buy
480
+92
+24% +$2.92K ﹤0.01% 926
2019
Q4 		$14K Buy
388
+48
+14% +$1.67K ﹤0.01% 901
2019
Q3 		$12K Buy
340
+48
+16% +$1.59K ﹤0.01% 869
2019
Q2 		$9K Buy
+292
New +$8.38K ﹤0.01% 923

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CSat Investment Advisory's WSM Position: Q4 2020 in Review

CSat Investment Advisory sold out of Williams-Sonoma (WSM) in Q4 2020, closing a stake of 432 shares — an estimated $20K sold.

CSat Investment Advisory first reported a position in WSM in Q2 2019 and held it in 6 quarters. The position peaked at $20K in Q3 2020. 511 funds tracked by Wall St. Rank hold WSM as of Q4 2020.

  • CSat Investment Advisory reported no remaining Williams-Sonoma position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 432 Williams-Sonoma shares in Q4 2020, an estimated $20K.
  • CSat Investment Advisory first reported a position in Williams-Sonoma in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Williams-Sonoma position peaked at $20K in Q3 2020.
  • 511 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.