Investors Research Corp’s Williams-Sonoma WSM Stock Holding History

Investors Research Corp’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 Q2	–	Sell	-5,300	Closed	-$475K	–	1020
2021 Q1	$475K	Sell	5,300 -1,000	-16%	-$67.5K	0.18%	182
2020 Q4	$321K	Hold	6,300	–	–	0.13%	234
2020 Q3	$285K	Sell	6,300 -4,232	-40%	-$188K	0.14%	224
2020 Q2	$432K	Sell	10,532 -4,900	-32%	-$167K	0.22%	157
2020 Q1	$328K	Hold	15,432	–	–	0.2%	184
2019 Q4	$567K	Hold	15,432	–	–	0.26%	128
2019 Q3	$525K	Sell	15,432 -500	-3%	-$16.6K	0.27%	128
2019 Q2	$518K	Hold	15,932	–	–	0.27%	129
2019 Q1	$448K	Hold	15,932	–	–	0.24%	140
2018 Q4	$402K	Hold	15,932	–	–	0.28%	144
2018 Q3	$524K	Hold	15,932	–	–	0.3%	138
2018 Q2	$489K	Sell	15,932 -318	-2%	-$8.51K	0.28%	144
2018 Q1	$429K	Hold	16,250	–	–	0.26%	154
2017 Q4	$420K	Buy	+16,250	New	+$414K	0.26%	149

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Investors Research Corp's WSM Position: Q2 2021 in Review

Investors Research Corp sold out of Williams-Sonoma (WSM) in Q2 2021, closing a stake of 5,300 shares — an estimated $475K sold.

Investors Research Corp first reported a position in WSM in Q4 2017 and held it in 14 quarters. The position peaked at $567K in Q4 2019. 575 funds tracked by Wall St. Rank hold WSM as of Q2 2021.

Investors Research Corp reported no remaining Williams-Sonoma position as of Q2 2021 after selling out during the quarter.
Investors Research Corp sold 5,300 Williams-Sonoma shares in Q2 2021, an estimated $475K.
Investors Research Corp first reported a position in Williams-Sonoma in Q4 2017 and held it in 14 quarters.
Investors Research Corp's Williams-Sonoma position peaked at $567K in Q4 2019.
575 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2021.

Based on Investors Research Corp's 13F filing for Q2 2021, filed 29 Jul 2021.