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Legacy Financial Advisors’s Williams-Sonoma WSM Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-142
Closed -$4K – 915
2019
Q1 		$4K Buy
+142
New +$3.92K ﹤0.01% 829

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Legacy Financial Advisors's WSM Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Williams-Sonoma (WSM) in Q2 2019, closing a stake of 142 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in WSM in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 407 funds tracked by Wall St. Rank hold WSM as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Williams-Sonoma position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 142 Williams-Sonoma shares in Q2 2019, an estimated $4K.
  • Legacy Financial Advisors first reported a position in Williams-Sonoma in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Williams-Sonoma position peaked at $4K in Q1 2019.
  • 407 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.