EW
WSM icon

Evoke Wealth’s Williams-Sonoma WSM Stock Holding History

Evoke Wealth’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
2020
Q3 		– Sell
-36
Closed -$2K – 1145
2020
Q2 		$2K Sell
36
-2
-5% -$68 ﹤0.01% 909
2020
Q1 		$789 Buy
38
+2
+6% +$64 ﹤0.01% 964
2019
Q4 		$1.35K Hold
36
– – ﹤0.01% 1128
2019
Q3 		$1.24K Buy
+36
New +$1.19K ﹤0.01% 1284

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Evoke Wealth's WSM Position: Q3 2020 in Review

Evoke Wealth sold out of Williams-Sonoma (WSM) in Q3 2020, closing a stake of 36 shares — an estimated $2K sold.

Evoke Wealth first reported a position in WSM in Q3 2019 and held it in 4 quarters. The position peaked at $2K in Q2 2020. 461 funds tracked by Wall St. Rank hold WSM as of Q3 2020.

  • Evoke Wealth reported no remaining Williams-Sonoma position as of Q3 2020 after selling out during the quarter.
  • Evoke Wealth sold 36 Williams-Sonoma shares in Q3 2020, an estimated $2K.
  • Evoke Wealth first reported a position in Williams-Sonoma in Q3 2019 and held it in 4 quarters.
  • Evoke Wealth's Williams-Sonoma position peaked at $2K in Q2 2020.
  • 461 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.