Lake Point Wealth Management’s Williams-Sonoma WSM Stock Holding History

Lake Point Wealth 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 Q2	$1K	Hold	20	–	–	﹤0.01%	427
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	412
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	361
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	341
2021 Q2	$2K	Buy	+20	New	+$1.7K	﹤0.01%	354
2020 Q1	$0	Hold	20	–	–	﹤0.01%	476
2019 Q4	$1K	Buy	+20	New	+$695	﹤0.01%	584
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	632
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	631
2018 Q4	$1K	Buy	+20	New	+$572	﹤0.01%	788

Other funds holding WSM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lake Point Wealth Management's WSM Position: Q2 2022 in Review

Lake Point Wealth Management held its Williams-Sonoma (WSM) position steady in Q2 2022 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Lake Point Wealth Management first reported a position in WSM in Q4 2018 and has held it in 10 quarters since. The position peaked at $2K in Q4 2021. 612 funds tracked by Wall St. Rank hold WSM as of Q2 2022.

Lake Point Wealth Management held 20 shares of Williams-Sonoma worth $1K as of Q2 2022.
Lake Point Wealth Management left its Williams-Sonoma share count unchanged in Q2 2022.
Williams-Sonoma made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #427 holding.
Lake Point Wealth Management first reported a position in Williams-Sonoma in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Williams-Sonoma position peaked at $2K in Q4 2021.
612 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.