King Wealth Management Group’s Williams-Sonoma WSM Stock Holding History

King Wealth Management Group’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
2022 Q2	–	Sell	-6,000	Closed	-$435K	–	184
2022 Q1	$435K	Sell	6,000 -4,000	-40%	-$303K	0.09%	98
2021 Q4	$846K	Hold	10,000	–	–	0.16%	71
2021 Q3	$887K	Buy	10,000 +4,000	+67%	+$338K	0.18%	71
2021 Q2	$479K	Buy	+6,000	New	+$511K	0.1%	102
2021 Q1	–	Sell	-6,000	Closed	-$306K	–	166
2020 Q4	$306K	Buy	+6,000	New	+$307K	0.07%	126

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

King Wealth Management Group's WSM Position: Q2 2022 in Review

King Wealth Management Group sold out of Williams-Sonoma (WSM) in Q2 2022, closing a stake of 6,000 shares — an estimated $435K sold.

King Wealth Management Group first reported a position in WSM in Q4 2020 and held it in 5 quarters. The position peaked at $887K in Q3 2021. 612 funds tracked by Wall St. Rank hold WSM as of Q2 2022.

King Wealth Management Group reported no remaining Williams-Sonoma position as of Q2 2022 after selling out during the quarter.
King Wealth Management Group sold 6,000 Williams-Sonoma shares in Q2 2022, an estimated $435K.
King Wealth Management Group first reported a position in Williams-Sonoma in Q4 2020 and held it in 5 quarters.
King Wealth Management Group's Williams-Sonoma position peaked at $887K in Q3 2021.
612 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2022.

Based on King Wealth Management Group's 13F filing for Q2 2022, filed 11 Aug 2022.