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DeDora Capital’s Williams-Sonoma WSM Stock Holding History

DeDora Capital’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
-7,336
Closed -$238K – 96
2019
Q2 		$238K Buy
7,336
+60
+0.8% +$1.72K 0.17% 83
2019
Q1 		$205K Buy
+7,276
New +$201K 0.15% 85

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

DeDora Capital's WSM Position: Q3 2019 in Review

DeDora Capital sold out of Williams-Sonoma (WSM) in Q3 2019, closing a stake of 7,336 shares — an estimated $238K sold.

DeDora Capital first reported a position in WSM in Q1 2019 and held it in 2 quarters. The position peaked at $238K in Q2 2019. 411 funds tracked by Wall St. Rank hold WSM as of Q3 2019.

  • DeDora Capital reported no remaining Williams-Sonoma position as of Q3 2019 after selling out during the quarter.
  • DeDora Capital sold 7,336 Williams-Sonoma shares in Q3 2019, an estimated $238K.
  • DeDora Capital first reported a position in Williams-Sonoma in Q1 2019 and held it in 2 quarters.
  • DeDora Capital's Williams-Sonoma position peaked at $238K in Q2 2019.
  • 411 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2019.

Based on DeDora Capital's 13F filing for Q3 2019, filed 22 Oct 2019.