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Legacy Wealth Asset Management’s Williams-Sonoma WSM Stock Holding History

Legacy Wealth Asset 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
2023
Q3 		– Sell
-4,188
Closed -$262K – 349
2023
Q2 		$262K Buy
4,188
+74
+2% +$4.41K 0.09% 302
2023
Q1 		$250K Sell
4,114
-34
-0.8% -$2.12K 0.09% 304
2022
Q4 		$238K Sell
4,148
-994
-19% -$59.7K 0.09% 307
2022
Q3 		$303K Buy
5,142
+36
+0.7% +$2.56K 0.13% 262
2022
Q2 		$283K Buy
5,106
+82
+2% +$5.3K 0.11% 236
2022
Q1 		$364K Buy
5,024
+38
+0.8% +$2.88K 0.13% 222
2021
Q4 		$422K Sell
4,986
-60
-1% -$5.59K 0.14% 220
2021
Q3 		$447K Sell
5,046
-14
-0.3% -$1.18K 0.2% 184
2021
Q2 		$404K Sell
5,060
-1,104
-18% -$93.9K 0.18% 212
2021
Q1 		$552K Sell
6,164
-36
-0.6% -$2.43K 0.25% 163
2020
Q4 		$316K Buy
+6,200
New +$318K 0.16% 226

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
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 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