KIG
WSM icon

Kowal Investment Group’s Williams-Sonoma WSM Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-72
Closed -$6K – 952
2021
Q3 		$6K Buy
+72
New +$6.09K ﹤0.01% 623

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 $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kowal Investment Group's WSM Position: Q4 2021 in Review

Kowal Investment Group sold out of Williams-Sonoma (WSM) in Q4 2021, closing a stake of 72 shares — an estimated $6K sold.

Kowal Investment Group first reported a position in WSM in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 650 funds tracked by Wall St. Rank hold WSM as of Q4 2021.

  • Kowal Investment Group reported no remaining Williams-Sonoma position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 72 Williams-Sonoma shares in Q4 2021, an estimated $6K.
  • Kowal Investment Group first reported a position in Williams-Sonoma in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Williams-Sonoma position peaked at $6K in Q3 2021.
  • 650 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.