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Harvest Group Wealth Management’s Williams-Sonoma WSM Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-38
Closed -$1K – 1047
2019
Q4 		$1K Hold
38
– – ﹤0.01% 899
2019
Q3 		$1K Hold
38
– – ﹤0.01% 952
2019
Q2 		$1K Buy
+38
New +$1.09K ﹤0.01% 834

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Harvest Group Wealth Management's WSM Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Williams-Sonoma (WSM) in Q1 2020, closing a stake of 38 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in WSM in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 393 funds tracked by Wall St. Rank hold WSM as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Williams-Sonoma position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 38 Williams-Sonoma shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Williams-Sonoma in Q2 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Williams-Sonoma position peaked at $1K in Q4 2019.
  • 393 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.