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Investidor Profissional Gestao de Recursos’s Williams-Sonoma WSM Stock Holding History

Investidor Profissional Gestao de Recursos’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
Q1 		– Sell
-22,898
Closed -$1.32M – 23
2022
Q4 		$1.32M Buy
+22,898
New +$1.37M 0.5% 20

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 $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

Investidor Profissional Gestao de Recursos's WSM Position: Q1 2023 in Review

Investidor Profissional Gestao de Recursos sold out of Williams-Sonoma (WSM) in Q1 2023, closing a stake of 22,898 shares — an estimated $1.32M sold.

Investidor Profissional Gestao de Recursos first reported a position in WSM in Q4 2022 and held it in 1 quarter. The position peaked at $1.32M in Q4 2022. 607 funds tracked by Wall St. Rank hold WSM as of Q1 2023.

  • Investidor Profissional Gestao de Recursos reported no remaining Williams-Sonoma position as of Q1 2023 after selling out during the quarter.
  • Investidor Profissional Gestao de Recursos sold 22,898 Williams-Sonoma shares in Q1 2023, an estimated $1.32M.
  • Investidor Profissional Gestao de Recursos first reported a position in Williams-Sonoma in Q4 2022 and held it in 1 quarter.
  • Investidor Profissional Gestao de Recursos's Williams-Sonoma position peaked at $1.32M in Q4 2022.
  • 607 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2023.

Based on Investidor Profissional Gestao de Recursos's 13F filing for Q1 2023, filed 12 May 2023.