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Estate Counselors’s Williams-Sonoma WSM Stock Holding History

Estate Counselors’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
-18,990
Closed -$1.09M – 174
2022
Q4 		$1.09M Hold
18,990
– – 0.15% 96
2022
Q3 		$1.12M Hold
18,990
– – 0.17% 69
2022
Q2 		$1.05M Buy
+18,990
New +$1.23M 0.16% 83

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Estate Counselors's WSM Position: Q1 2023 in Review

Estate Counselors sold out of Williams-Sonoma (WSM) in Q1 2023, closing a stake of 18,990 shares — an estimated $1.09M sold.

Estate Counselors first reported a position in WSM in Q2 2022 and held it in 3 quarters. The position peaked at $1.12M in Q3 2022. 606 funds tracked by Wall St. Rank hold WSM as of Q1 2023.

  • Estate Counselors reported no remaining Williams-Sonoma position as of Q1 2023 after selling out during the quarter.
  • Estate Counselors sold 18,990 Williams-Sonoma shares in Q1 2023, an estimated $1.09M.
  • Estate Counselors first reported a position in Williams-Sonoma in Q2 2022 and held it in 3 quarters.
  • Estate Counselors's Williams-Sonoma position peaked at $1.12M in Q3 2022.
  • 606 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2023.

Based on Estate Counselors's 13F filing for Q1 2023, filed 4 May 2023.