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Institutional & Family Asset Management’s Williams-Sonoma WSM Stock Holding History

Institutional & Family Asset 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
Q3 		– Sell
-4
Closed -$250 – 771
2023
Q2 		$250 Buy
+4
New +$238 ﹤0.01% 720
2020
Q2 		– Sell
-1,402
Closed -$30K – 920
2020
Q1 		$30K Buy
+1,402
New +$44.6K 0.01% 315

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
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
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Institutional & Family Asset Management's WSM Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Williams-Sonoma (WSM) in Q3 2023, closing a stake of 4 shares — an estimated $250 sold.

Institutional & Family Asset Management first reported a position in WSM in Q1 2020 and held it in 2 quarters. The position peaked at $30K in Q1 2020. 595 funds tracked by Wall St. Rank hold WSM as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining Williams-Sonoma position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4 Williams-Sonoma shares in Q3 2023, an estimated $250.
  • Institutional & Family Asset Management first reported a position in Williams-Sonoma in Q1 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's Williams-Sonoma position peaked at $30K in Q1 2020.
  • 595 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.