FourThought Financial’s Williams-Sonoma WSM Stock Holding History

FourThought Financial’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 Q3	$69K	Buy	1,164 +294	+34%	+$20.9K	0.01%	517
2022 Q2	$48K	Buy	870 +88	+11%	+$5.69K	0.01%	625
2022 Q1	$55K	Hold	782	–	–	0.01%	636
2021 Q4	$66K	Sell	782 -36	-4%	-$3.35K	0.01%	591
2021 Q3	$72K	Sell	818 -60	-7%	-$5.08K	0.01%	586
2021 Q2	$70K	Sell	878 -38	-4%	-$3.23K	0.01%	603
2021 Q1	$82K	Buy	916 +4	+0.4%	+$270	0.01%	547
2020 Q4	$46K	Buy	+912	New	+$46.7K	0.01%	685

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

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

HMP

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

FourThought Financial's WSM Position: Q3 2022 in Review

FourThought Financial increased its Williams-Sonoma (WSM) stake by 34% in Q3 2022, buying an estimated $20.9K and bringing the position to 1,164 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #517.

FourThought Financial first reported a position in WSM in Q4 2020 and has held it in 8 quarters since. The position peaked at $82K in Q1 2021. 617 funds tracked by Wall St. Rank hold WSM as of Q3 2022.

FourThought Financial held 1,164 shares of Williams-Sonoma worth $69K as of Q3 2022.
FourThought Financial bought 294 Williams-Sonoma shares in Q3 2022, an estimated $20.9K.
Williams-Sonoma made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #517 holding.
FourThought Financial first reported a position in Williams-Sonoma in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Williams-Sonoma position peaked at $82K in Q1 2021.
617 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.