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Heritage Wealth Management (Arizona)’s Williams-Sonoma WSM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$2.53K Buy
44
+22
+100% +$1.32K ﹤0.01% 959
2022
Q3 		$1K Buy
+22
New +$1.56K ﹤0.01% 992

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
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WSM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Williams-Sonoma (WSM) stake by 100% in Q4 2022, buying an estimated $1.32K and bringing the position to 44 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Heritage Wealth Management (Arizona) first reported a position in WSM in Q3 2022 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold WSM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 44 shares of Williams-Sonoma worth $2.53K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 22 Williams-Sonoma shares in Q4 2022, an estimated $1.32K.
  • Williams-Sonoma made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #959 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Williams-Sonoma in Q3 2022 and has held it in 2 quarters since.
  • 614 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.