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Global Wealth Management Investment Advisory’s Williams-Sonoma WSM Stock Holding History

Global Wealth Management Investment Advisory’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 		– Sell
-10
Closed -$1K – 485
2022
Q2 		$1K Hold
10
– – ﹤0.01% 489
2022
Q1 		$1K Buy
+10
New +$757 ﹤0.01% 482

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
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

Global Wealth Management Investment Advisory's WSM Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Williams-Sonoma (WSM) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in WSM in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 617 funds tracked by Wall St. Rank hold WSM as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining Williams-Sonoma position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 10 Williams-Sonoma shares in Q3 2022, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Williams-Sonoma in Q1 2022 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Williams-Sonoma position peaked at $1K in Q2 2022.
  • 617 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.