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Kula Investments’s Williams-Sonoma WSM Stock Holding History

Kula Investments’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
Q1 		$545K Buy
+8,954
New +$559K 0.13% 277

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Kula Investments's WSM Position: Q1 2023 in Review

Kula Investments opened a new position in Williams-Sonoma (WSM) in Q1 2023: 8,954 shares worth $545K. The stake represents 0.13% of the portfolio and ranks #277 among its holdings.

606 funds tracked by Wall St. Rank hold WSM as of Q1 2023.

  • Kula Investments held 8,954 shares of Williams-Sonoma worth $545K as of Q1 2023.
  • Williams-Sonoma was a new Kula Investments position in Q1 2023.
  • Williams-Sonoma made up 0.13% of Kula Investments's portfolio in Q1 2023, its #277 holding.
  • 606 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.