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Foster Dykema Cabot & Co’s Williams-Sonoma WSM Stock Holding History

Foster Dykema Cabot & Co’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
Q3 		$9K Hold
122
– – ﹤0.01% 243
2023
Q2 		$8K Buy
+122
New +$7.27K ﹤0.01% 269

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foster Dykema Cabot & Co's WSM Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its Williams-Sonoma (WSM) position steady in Q3 2023 at 122 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Foster Dykema Cabot & Co first reported a position in WSM in Q2 2023 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold WSM as of Q3 2023.

  • Foster Dykema Cabot & Co held 122 shares of Williams-Sonoma worth $9K as of Q3 2023.
  • Foster Dykema Cabot & Co left its Williams-Sonoma share count unchanged in Q3 2023.
  • Williams-Sonoma made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #243 holding.
  • Foster Dykema Cabot & Co first reported a position in Williams-Sonoma in Q2 2023 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.