GEA
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Glen Eagle Advisors’s Williams-Sonoma WSM Stock Holding History

Glen Eagle 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
2023
Q2 		– Sell
-200
Closed -$12.2K – 1129
2023
Q1 		$12.2K Sell
200
-24
-11% -$1.5K ﹤0.01% 590
2022
Q4 		$12.9K Buy
224
+24
+12% +$1.44K ﹤0.01% 564
2022
Q3 		$11.8K Hold
200
– – ﹤0.01% 565
2022
Q2 		$11.1K Hold
200
– – ﹤0.01% 601
2022
Q1 		$14.5K Hold
200
– – ﹤0.01% 555
2021
Q4 		$16.9K Buy
+200
New +$18.6K ﹤0.01% 532
2020
Q1 		– Sell
-120
Closed -$4.41K – 935
2019
Q4 		$4.41K Hold
120
– – ﹤0.01% 728
2019
Q3 		$4.08K Hold
120
– – ﹤0.01% 660
2019
Q2 		$3.9K Buy
+120
New +$3.44K ﹤0.01% 648

Other funds holding WSM

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BlackRock
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Aristotle Capital Management
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BC
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return