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Integrated Advisors Network’s Williams-Sonoma WSM Stock Holding History

Integrated Advisors Network’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
Q4 		– Sell
-2,624
Closed -$233K – 660
2021
Q3 		$233K Buy
+2,624
New +$222K 0.02% 558

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Advisors Network's WSM Position: Q4 2021 in Review

Integrated Advisors Network sold out of Williams-Sonoma (WSM) in Q4 2021, closing a stake of 2,624 shares — an estimated $233K sold.

Integrated Advisors Network first reported a position in WSM in Q3 2021 and held it in 1 quarter. The position peaked at $233K in Q3 2021. 651 funds tracked by Wall St. Rank hold WSM as of Q4 2021.

  • Integrated Advisors Network reported no remaining Williams-Sonoma position as of Q4 2021 after selling out during the quarter.
  • Integrated Advisors Network sold 2,624 Williams-Sonoma shares in Q4 2021, an estimated $233K.
  • Integrated Advisors Network first reported a position in Williams-Sonoma in Q3 2021 and held it in 1 quarter.
  • Integrated Advisors Network's Williams-Sonoma position peaked at $233K in Q3 2021.
  • 651 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2021.

Based on Integrated Advisors Network's 13F filing for Q4 2021, filed 14 Feb 2022.