DB Wealth Management Group’s Williams-Sonoma WSM Stock Holding History

DB Wealth Management Group’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 Q4	$55.5K	Hold	550	–	–	0.03%	160
2023 Q3	$42.7K	Hold	550	–	–	0.03%	170
2023 Q2	$34.4K	Hold	550	–	–	0.02%	177
2023 Q1	$33.5K	Hold	550	–	–	0.02%	178
2022 Q4	$31.6K	Hold	550	–	–	0.02%	182
2022 Q3	$32K	Hold	550	–	–	0.02%	187
2022 Q2	$31K	Hold	550	–	–	0.02%	194
2022 Q1	$40K	Hold	550	–	–	0.02%	183
2021 Q4	$47K	Hold	550	–	–	0.03%	167
2021 Q3	$49K	Hold	550	–	–	0.03%	160
2021 Q2	$44K	Hold	550	–	–	0.03%	166
2021 Q1	$49K	Hold	550	–	–	0.03%	161
2020 Q4	$28K	Buy	+550	New	+$28.2K	0.02%	202

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DB Wealth Management Group's WSM Position: Q4 2023 in Review

DB Wealth Management Group held its Williams-Sonoma (WSM) position steady in Q4 2023 at 550 shares worth $55.5K. The position accounts for 0.03% of the portfolio, ranked #160.

DB Wealth Management Group first reported a position in WSM in Q4 2020 and has held it in 13 quarters since. 677 funds tracked by Wall St. Rank hold WSM as of Q4 2023.

DB Wealth Management Group held 550 shares of Williams-Sonoma worth $55.5K as of Q4 2023.
DB Wealth Management Group left its Williams-Sonoma share count unchanged in Q4 2023.
Williams-Sonoma made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #160 holding.
DB Wealth Management Group first reported a position in Williams-Sonoma in Q4 2020 and has held it in 13 quarters since.
677 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.