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Enterprise Financial Services Corp (EFSC)’s Williams-Sonoma WSM Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q4 		– Sell
-3,094
Closed -$274K – 466
2021
Q3 		$274K Buy
3,094
+3,056
+8,042% +$259K 0.04% 259
2021
Q2 		$3K Hold
38
– – ﹤0.01% 1089
2021
Q1 		$3K Buy
38
+12
+46% +$810 ﹤0.01% 1096
2020
Q4 		$1K Hold
26
– – ﹤0.01% 1271
2020
Q3 		$1K Hold
26
– – ﹤0.01% 1230
2020
Q2 		$1K Buy
+26
New +$885 ﹤0.01% 1242
2019
Q2 		– Sell
-6,800
Closed -$191K – 1218
2019
Q1 		$191K Sell
6,800
-2,620
-28% -$72.3K 0.04% 230
2018
Q4 		$238K Buy
9,420
+100
+1% +$2.86K 0.15% 112
2018
Q3 		$306K Buy
9,320
+3,560
+62% +$113K 0.16% 107
2018
Q2 		$177K Buy
+5,760
New +$154K 0.09% 145
2017
Q1 		– Sell
-146
Closed -$4K – 1100
2016
Q4 		$4K Buy
+146
New +$3.72K ﹤0.01% 802
2014
Q4 		– Sell
-150
Closed -$5K – 1345
2014
Q3 		$5K Sell
150
-150
-50% -$5.2K ﹤0.01% 797
2014
Q2 		$11K Hold
300
– – 0.01% 606
2014
Q1 		$10K Hold
300
– – 0.01% 625
2013
Q4 		$9K Sell
300
-11,920
-98% -$333K 0.01% 623
2013
Q3 		$343K Sell
12,220
-1,300
-10% -$37.7K 0.22% 85
2013
Q2 		$378K Buy
+13,520
New +$364K 0.26% 70

Other funds holding WSM

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s WSM Position: Q4 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Williams-Sonoma (WSM) in Q4 2021, closing a stake of 3,094 shares — an estimated $274K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in WSM in Q2 2013 and held it in 17 quarters. The position peaked at $378K in Q2 2013. 652 funds tracked by Wall St. Rank hold WSM as of Q4 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Williams-Sonoma position as of Q4 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 3,094 Williams-Sonoma shares in Q4 2021, an estimated $274K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Williams-Sonoma in Q2 2013 and held it in 17 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Williams-Sonoma position peaked at $378K in Q2 2013.
  • 652 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2021, filed 14 Feb 2022.