LWM
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Liberty Wealth Management’s Williams-Sonoma WSM Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,212
Closed -$115K – 1112
2021
Q3 		$115K Buy
1,212
+796
+191% +$67.3K 0.04% 266
2021
Q2 		$33K Buy
416
+192
+86% +$16.3K 0.01% 406
2021
Q1 		$14K Hold
224
– – 0.01% 534
2020
Q4 		$14K Buy
224
+2
+0.9% +$102 0.01% 531
2020
Q3 		$10K Hold
222
– – 0.01% 527
2020
Q2 		$9K Buy
222
+2
+0.9% +$68 0.01% 521
2020
Q1 		$5K Buy
220
+2
+0.9% +$64 ﹤0.01% 593
2019
Q4 		$8K Buy
218
+2
+0.9% +$69 0.01% 598
2019
Q3 		$7K Buy
216
+2
+0.9% +$66 0.01% 599
2019
Q2 		$7K Buy
+214
New +$6.14K 0.01% 608

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return