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KB Financial Partners’s Williams-Sonoma WSM Stock Holding History

KB Financial Partners’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 		$331K Buy
4,258
+28
+0.7% +$1.93K 0.09% 135
2023
Q2 		$265K Buy
+4,230
New +$252K 0.07% 161
2021
Q2 		– Sell
-134
Closed -$12K – 650
2021
Q1 		$12K Buy
+134
New +$9.05K 0.01% 427

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

KB Financial Partners's WSM Position: Q3 2023 in Review

KB Financial Partners increased its Williams-Sonoma (WSM) stake by 0.66% in Q3 2023, buying an estimated $1.93K and bringing the position to 4,258 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #135.

KB Financial Partners first reported a position in WSM in Q1 2021 and has held it in 3 quarters since. 595 funds tracked by Wall St. Rank hold WSM as of Q3 2023.

  • KB Financial Partners held 4,258 shares of Williams-Sonoma worth $331K as of Q3 2023.
  • KB Financial Partners bought 28 Williams-Sonoma shares in Q3 2023, an estimated $1.93K.
  • Williams-Sonoma made up 0.09% of KB Financial Partners's portfolio in Q3 2023, its #135 holding.
  • KB Financial Partners first reported a position in Williams-Sonoma in Q1 2021 and has held it in 3 quarters since.
  • 595 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.