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 $5.7T AUM 30.48% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return