Lugano Financial Advisors SA (LFA)’s Williams-Sonoma WSM Stock Holding History

Lugano Financial Advisors SA (LFA)’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	-3,042	Closed	-$190K	–	213
2023 Q2	$190K	Hold	3,042	–	–	0.13%	77
2023 Q1	$185K	Sell	3,042 -508	-14%	-$31.7K	0.14%	51
2022 Q4	$204K	Sell	3,550 -3,550	-50%	-$213K	0.15%	59
2022 Q3	$418K	Buy	7,100 +3,550	+100%	+$252K	0.33%	47
2022 Q2	$196K	Hold	3,550	–	–	0.14%	63
2022 Q1	$258K	Hold	3,550	–	–	0.17%	56
2021 Q4	$300K	Hold	3,550	–	–	0.17%	56
2021 Q3	$315K	Hold	3,550	–	–	0.21%	53
2021 Q2	$283K	Hold	3,550	–	–	0.18%	53
2021 Q1	$318K	Buy	+3,550	New	+$240K	0.22%	48

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

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

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

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Lugano Financial Advisors SA (LFA)'s WSM Position: Q3 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of Williams-Sonoma (WSM) in Q3 2023, closing a stake of 3,042 shares — an estimated $190K sold.

Lugano Financial Advisors SA (LFA) first reported a position in WSM in Q1 2021 and held it in 10 quarters. The position peaked at $418K in Q3 2022. 597 funds tracked by Wall St. Rank hold WSM as of Q3 2023.

Lugano Financial Advisors SA (LFA) reported no remaining Williams-Sonoma position as of Q3 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 3,042 Williams-Sonoma shares in Q3 2023, an estimated $190K.
Lugano Financial Advisors SA (LFA) first reported a position in Williams-Sonoma in Q1 2021 and held it in 10 quarters.
Lugano Financial Advisors SA (LFA)'s Williams-Sonoma position peaked at $418K in Q3 2022.
597 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2023, filed 23 Oct 2023.