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Harel Insurance Investments & Financial Services’s Williams-Sonoma WSM Stock Holding History

Harel Insurance Investments & Financial Services’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
2021
Q3 		– Sell
-262
Closed -$68K – 817
2021
Q2 		$68K Buy
+262
New +$22.3K ﹤0.01% 695

Other funds holding WSM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WSM Position: Q3 2021 in Review

Harel Insurance Investments & Financial Services sold out of Williams-Sonoma (WSM) in Q3 2021, closing a stake of 262 shares — an estimated $68K sold.

Harel Insurance Investments & Financial Services first reported a position in WSM in Q2 2021 and held it in 1 quarter. The position peaked at $68K in Q2 2021. 597 funds tracked by Wall St. Rank hold WSM as of Q3 2021.

  • Harel Insurance Investments & Financial Services reported no remaining Williams-Sonoma position as of Q3 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 262 Williams-Sonoma shares in Q3 2021, an estimated $68K.
  • Harel Insurance Investments & Financial Services first reported a position in Williams-Sonoma in Q2 2021 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Williams-Sonoma position peaked at $68K in Q2 2021.
  • 597 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2021, filed 25 Oct 2021.