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Kistler-Tiffany Companies’s Williams-Sonoma WSM Stock Holding History

Kistler-Tiffany Companies’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
Q2 		$84.4K Sell
1,350
-52
-4% -$3.1K 0.01% 420
2023
Q1 		$85.3K Buy
1,402
+582
+71% +$36.3K 0.02% 369
2022
Q4 		$47.1K Buy
+820
New +$49.2K 0.01% 427

Other funds holding WSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kistler-Tiffany Companies's WSM Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Williams-Sonoma (WSM) stake by 3.7% in Q2 2023, selling an estimated $3.1K and leaving 1,350 shares worth $84.4K. The position accounts for 0.01% of the portfolio, ranked #420.

Kistler-Tiffany Companies first reported a position in WSM in Q4 2022 and has held it in 3 quarters since. The position peaked at $85.3K in Q1 2023. 587 funds tracked by Wall St. Rank hold WSM as of Q2 2023.

  • Kistler-Tiffany Companies held 1,350 shares of Williams-Sonoma worth $84.4K as of Q2 2023.
  • Kistler-Tiffany Companies sold 52 Williams-Sonoma shares in Q2 2023, an estimated $3.1K.
  • Williams-Sonoma made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #420 holding.
  • Kistler-Tiffany Companies first reported a position in Williams-Sonoma in Q4 2022 and has held it in 3 quarters since.
  • Kistler-Tiffany Companies's Williams-Sonoma position peaked at $85.3K in Q1 2023.
  • 587 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.