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Gupta Wealth Management’s Williams-Sonoma WSM Stock Holding History

Gupta Wealth Management’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
2015
Q4 		– Sell
-842
Closed -$32K – 1367
2015
Q3 		$32K Hold
842
– – 0.01% 555
2015
Q2 		$33K Buy
+842
New +$32.9K 0.01% 585

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Gupta Wealth Management's WSM Position: Q4 2015 in Review

Gupta Wealth Management sold out of Williams-Sonoma (WSM) in Q4 2015, closing a stake of 842 shares — an estimated $32K sold.

Gupta Wealth Management first reported a position in WSM in Q2 2015 and held it in 2 quarters. The position peaked at $33K in Q2 2015. 356 funds tracked by Wall St. Rank hold WSM as of Q4 2015.

  • Gupta Wealth Management reported no remaining Williams-Sonoma position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 842 Williams-Sonoma shares in Q4 2015, an estimated $32K.
  • Gupta Wealth Management first reported a position in Williams-Sonoma in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Williams-Sonoma position peaked at $33K in Q2 2015.
  • 356 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.