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Destiny Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Destiny Wealth Partners’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
-100
Closed -$5.75K – 655
2022
Q4 		$5.75K Hold
100
– – ﹤0.01% 552
2022
Q3 		$6K Hold
100
– – ﹤0.01% 483
2022
Q2 		$6K Hold
100
– – ﹤0.01% 507
2022
Q1 		$7K Buy
+100
New +$7.57K ﹤0.01% 453

Other funds holding WSM

Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Destiny Wealth Partners's WSM Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Williams-Sonoma (WSM) in Q1 2023, closing a stake of 100 shares — an estimated $5.75K sold.

Destiny Wealth Partners first reported a position in WSM in Q1 2022 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 606 funds tracked by Wall St. Rank hold WSM as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Williams-Sonoma position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 100 Williams-Sonoma shares in Q1 2023, an estimated $5.75K.
  • Destiny Wealth Partners first reported a position in Williams-Sonoma in Q1 2022 and held it in 4 quarters.
  • Destiny Wealth Partners's Williams-Sonoma position peaked at $7K in Q1 2022.
  • 606 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.