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EA Series Trust’s Williams-Sonoma WSM Stock Holding History

EA Series Trust’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
Q2 		$1.31M Buy
+20,952
New +$1.25M 0.05% 536

Other funds holding WSM

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

EA Series Trust's WSM Position: Q2 2023 in Review

EA Series Trust opened a new position in Williams-Sonoma (WSM) in Q2 2023: 20,952 shares worth $1.31M. The stake represents 0.05% of the portfolio and ranks #536 among its holdings.

586 funds tracked by Wall St. Rank hold WSM as of Q2 2023.

  • EA Series Trust held 20,952 shares of Williams-Sonoma worth $1.31M as of Q2 2023.
  • Williams-Sonoma was a new EA Series Trust position in Q2 2023.
  • Williams-Sonoma made up 0.05% of EA Series Trust's portfolio in Q2 2023, its #536 holding.
  • 586 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.