Kings Point Capital Management’s Williams-Sonoma WSM Stock Holding History

Kings Point Capital Management’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 Q1	$7.18M	Buy	99,028 +9,284	+10%	+$703K	0.63%	54
2021 Q4	$7.59M	Sell	89,744 -32,720	-27%	-$3.05M	0.62%	51
2021 Q3	$10.9M	Buy	122,464 +4,210	+4%	+$356K	0.97%	37
2021 Q2	$9.44M	Buy	118,254 +3,318	+3%	+$282K	0.86%	47
2021 Q1	$10.3M	Buy	114,936 +2,364	+2%	+$160K	1.01%	38
2020 Q4	$5.73M	Buy	112,572 +10,574	+10%	+$542K	0.61%	52
2020 Q3	$4.61M	Buy	+101,998	New	+$4.53M	0.58%	53
2017 Q3	–	Sell	-760	Closed	-$18K	–	372
2017 Q2	$18K	Buy	+760	New	+$19.4K	﹤0.01%	295

Other funds holding WSM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Kings Point Capital Management's WSM Position: Q1 2022 in Review

Kings Point Capital Management increased its Williams-Sonoma (WSM) stake by 10% in Q1 2022, buying an estimated $703K and bringing the position to 99,028 shares worth $7.18M. The position accounts for 0.63% of the portfolio, ranked #54.

Kings Point Capital Management first reported a position in WSM in Q2 2017 and has held it in 8 quarters since. The position peaked at $10.9M in Q3 2021. 621 funds tracked by Wall St. Rank hold WSM as of Q1 2022.

Kings Point Capital Management held 99,028 shares of Williams-Sonoma worth $7.18M as of Q1 2022.
Kings Point Capital Management bought 9,284 Williams-Sonoma shares in Q1 2022, an estimated $703K.
Williams-Sonoma made up 0.63% of Kings Point Capital Management's portfolio in Q1 2022, its #54 holding.
Kings Point Capital Management first reported a position in Williams-Sonoma in Q2 2017 and has held it in 8 quarters since.
Kings Point Capital Management's Williams-Sonoma position peaked at $10.9M in Q3 2021.
621 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.