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Kiwi Wealth Investments Limited Partnership’s Williams-Sonoma WSM Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-16,266
Closed -$1.44M – 290
2021
Q3 		$1.44M Sell
16,266
-6,592
-29% -$558K 0.07% 192
2021
Q2 		$1.82M Hold
22,858
– – 0.09% 171
2021
Q1 		$2.05M Buy
+22,858
New +$1.54M 0.12% 155

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's WSM Position: Q4 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Williams-Sonoma (WSM) in Q4 2021, closing a stake of 16,266 shares — an estimated $1.44M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in WSM in Q1 2021 and held it in 3 quarters. The position peaked at $2.05M in Q1 2021. 652 funds tracked by Wall St. Rank hold WSM as of Q4 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Williams-Sonoma position as of Q4 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 16,266 Williams-Sonoma shares in Q4 2021, an estimated $1.44M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Williams-Sonoma in Q1 2021 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Williams-Sonoma position peaked at $2.05M in Q1 2021.
  • 652 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2021, filed 15 Feb 2022.