Financial Architects (New Jersey)’s Williams-Sonoma WSM Stock Holding History

Financial Architects (New Jersey)’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	-400	Closed	-$16K	–	776
2020 Q2	$16K	Buy	400 +100	+33%	+$3.4K	﹤0.01%	581
2020 Q1	$6K	Hold	300	–	–	﹤0.01%	694
2019 Q4	$11K	Hold	300	–	–	﹤0.01%	666
2019 Q3	$10K	Hold	300	–	–	﹤0.01%	735
2019 Q2	$10K	Hold	300	–	–	﹤0.01%	893
2019 Q1	$8K	Hold	300	–	–	﹤0.01%	1148
2018 Q4	$8K	Hold	300	–	–	﹤0.01%	1048
2018 Q3	$10K	Hold	300	–	–	﹤0.01%	1125
2018 Q2	$9K	Sell	300 -240	-44%	-$6.42K	﹤0.01%	1027
2018 Q1	$14K	Hold	540	–	–	﹤0.01%	989
2017 Q4	$14K	Sell	540 -160	-23%	-$4.08K	﹤0.01%	1062
2017 Q3	$17K	Sell	700 -154	-18%	-$3.58K	﹤0.01%	1003
2017 Q2	$21K	Buy	854 +408	+91%	+$10.4K	﹤0.01%	944
2017 Q1	$12K	Hold	446	–	–	﹤0.01%	1093
2016 Q4	$11K	Hold	446	–	–	﹤0.01%	996
2016 Q3	$11K	Hold	446	–	–	﹤0.01%	991
2016 Q2	$12K	Hold	446	–	–	﹤0.01%	929
2016 Q1	$12K	Buy	+446	New	+$12.1K	﹤0.01%	712
2015 Q3	–	Sell	-456	Closed	-$19K	–	930
2015 Q2	$19K	Hold	456	–	–	0.01%	658
2015 Q1	$18K	Buy	456 +156	+52%	+$6.19K	0.01%	603
2014 Q4	$11K	Hold	300	–	–	﹤0.01%	654
2014 Q3	$10K	Hold	300	–	–	﹤0.01%	615
2014 Q2	$11K	Buy	+300	New	+$9.87K	0.01%	620
2013 Q4	–	Sell	-300	Closed	-$9K	–	573
2013 Q3	$9K	Hold	300	–	–	0.01%	505
2013 Q2	$9K	Buy	+300	New	+$8.08K	0.01%	482

Other funds holding WSM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Financial Architects (New Jersey)'s WSM Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Williams-Sonoma (WSM) in Q3 2020, closing a stake of 400 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in WSM in Q2 2013 and held it in 25 quarters. The position peaked at $21K in Q2 2017. 461 funds tracked by Wall St. Rank hold WSM as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Williams-Sonoma position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 400 Williams-Sonoma shares in Q3 2020, an estimated $16K.
Financial Architects (New Jersey) first reported a position in Williams-Sonoma in Q2 2013 and held it in 25 quarters.
Financial Architects (New Jersey)'s Williams-Sonoma position peaked at $21K in Q2 2017.
461 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.