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Doyle Wealth Management’s Williams-Sonoma WSM Stock Holding History

Doyle Wealth Management’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
-34
Closed -$1K – 769
2019
Q2 		$1K Buy
+34
New +$975 ﹤0.01% 839

Other funds holding WSM

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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

Doyle Wealth Management's WSM Position: Q3 2019 in Review

Doyle Wealth Management sold out of Williams-Sonoma (WSM) in Q3 2019, closing a stake of 34 shares — an estimated $1K sold.

Doyle Wealth Management first reported a position in WSM in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 412 funds tracked by Wall St. Rank hold WSM as of Q3 2019.

  • Doyle Wealth Management reported no remaining Williams-Sonoma position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 34 Williams-Sonoma shares in Q3 2019, an estimated $1K.
  • Doyle Wealth Management first reported a position in Williams-Sonoma in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's Williams-Sonoma position peaked at $1K in Q2 2019.
  • 412 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.