Fort Washington Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Fort Washington Investment Advisors’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
2022 Q4	–	Sell	-8,728	Closed	-$514K	–	417
2022 Q3	$514K	Hold	8,728	–	–	﹤0.01%	315
2022 Q2	$484K	Hold	8,728	–	–	﹤0.01%	325
2022 Q1	$633K	Sell	8,728 -1,764	-17%	-$134K	﹤0.01%	365
2021 Q4	$887K	Hold	10,492	–	–	0.01%	332
2021 Q3	$930K	Hold	10,492	–	–	0.01%	320
2021 Q2	$838K	Hold	10,492	–	–	0.01%	332
2021 Q1	$940K	Hold	10,492	–	–	0.01%	319
2020 Q4	$534K	Buy	+10,492	New	+$537K	0.01%	366
2019 Q2	–	Sell	-265,684	Closed	-$7.47M	–	526
2019 Q1	$7.47M	Buy	265,684 +125,684	+90%	+$3.47M	0.08%	182
2018 Q4	$3.53M	Buy	+140,000	New	+$4M	0.04%	216

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

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

Fort Washington Investment Advisors's WSM Position: Q4 2022 in Review

Fort Washington Investment Advisors sold out of Williams-Sonoma (WSM) in Q4 2022, closing a stake of 8,728 shares — an estimated $514K sold.

Fort Washington Investment Advisors first reported a position in WSM in Q4 2018 and held it in 10 quarters. The position peaked at $7.47M in Q1 2019. 615 funds tracked by Wall St. Rank hold WSM as of Q4 2022.

Fort Washington Investment Advisors reported no remaining Williams-Sonoma position as of Q4 2022 after selling out during the quarter.
Fort Washington Investment Advisors sold 8,728 Williams-Sonoma shares in Q4 2022, an estimated $514K.
Fort Washington Investment Advisors first reported a position in Williams-Sonoma in Q4 2018 and held it in 10 quarters.
Fort Washington Investment Advisors's Williams-Sonoma position peaked at $7.47M in Q1 2019.
615 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2022.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.