Hoese & Co’s Williams-Sonoma WSM Stock Holding History

Hoese & Co’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	-200	Closed	-$16K	–	221
2021 Q2	$16K	Buy	+200	New	+$17K	0.02%	130

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hoese & Co's WSM Position: Q3 2021 in Review

Hoese & Co sold out of Williams-Sonoma (WSM) in Q3 2021, closing a stake of 200 shares — an estimated $16K sold.

Hoese & Co first reported a position in WSM in Q2 2021 and held it in 1 quarter. The position peaked at $16K in Q2 2021. 597 funds tracked by Wall St. Rank hold WSM as of Q3 2021.

Hoese & Co reported no remaining Williams-Sonoma position as of Q3 2021 after selling out during the quarter.
Hoese & Co sold 200 Williams-Sonoma shares in Q3 2021, an estimated $16K.
Hoese & Co first reported a position in Williams-Sonoma in Q2 2021 and held it in 1 quarter.
Hoese & Co's Williams-Sonoma position peaked at $16K in Q2 2021.
597 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2021.

Based on Hoese & Co's 13F filing for Q3 2021, filed 20 Oct 2021.