IAIM
WSM icon

Industrial Alliance Investment Management’s Williams-Sonoma WSM Stock Holding History

Industrial Alliance Investment 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
2023
Q2 		– Sell
-1,074
Closed -$65K – 500
2023
Q1 		$65K Sell
1,074
-790
-42% -$49.3K ﹤0.01% 499
2022
Q4 		$107K Buy
+1,864
New +$112K ﹤0.01% 367

Other funds holding WSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Industrial Alliance Investment Management's WSM Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Williams-Sonoma (WSM) in Q2 2023, closing a stake of 1,074 shares — an estimated $65K sold.

Industrial Alliance Investment Management first reported a position in WSM in Q4 2022 and held it in 2 quarters. The position peaked at $107K in Q4 2022. 587 funds tracked by Wall St. Rank hold WSM as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Williams-Sonoma position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 1,074 Williams-Sonoma shares in Q2 2023, an estimated $65K.
  • Industrial Alliance Investment Management first reported a position in Williams-Sonoma in Q4 2022 and held it in 2 quarters.
  • Industrial Alliance Investment Management's Williams-Sonoma position peaked at $107K in Q4 2022.
  • 587 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.