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Financial Gravity Companies’s Williams-Sonoma WSM Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+38
New +$1.09K ﹤0.01% 1257
2018
Q1 		$1K Buy
42
+28
+200% +$740 ﹤0.01% 1288
2017
Q4 		$0 Buy
+14
New +$357 ﹤0.01% 1482

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Financial Gravity Companies's WSM Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Williams-Sonoma (WSM) in Q4 2018: 38 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1257 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WSM as recently as Q1 2018.

Financial Gravity Companies first reported a position in WSM in Q4 2017 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold WSM as of Q4 2018.

  • Financial Gravity Companies held 38 shares of Williams-Sonoma worth $1K as of Q4 2018.
  • Williams-Sonoma was a new Financial Gravity Companies position in Q4 2018.
  • Williams-Sonoma made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1257 holding.
  • Financial Gravity Companies first reported a position in Williams-Sonoma in Q4 2017 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.