EWG Elevate’s Williams-Sonoma WSM Stock Holding History

EWG Elevate’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	-6	Closed	-$345	–	800
2022 Q4	$345	Buy	+6	New	+$360	﹤0.01%	783

Other funds holding WSM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EWG Elevate's WSM Position: Q1 2023 in Review

EWG Elevate sold out of Williams-Sonoma (WSM) in Q1 2023, closing a stake of 6 shares — an estimated $345 sold.

EWG Elevate first reported a position in WSM in Q4 2022 and held it in 1 quarter. The position peaked at $345 in Q4 2022. 606 funds tracked by Wall St. Rank hold WSM as of Q1 2023.

EWG Elevate reported no remaining Williams-Sonoma position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 6 Williams-Sonoma shares in Q1 2023, an estimated $345.
EWG Elevate first reported a position in Williams-Sonoma in Q4 2022 and held it in 1 quarter.
EWG Elevate's Williams-Sonoma position peaked at $345 in Q4 2022.
606 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.