MIM
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Macroview Investment Management’s Williams-Sonoma WSM Stock Holding History

Macroview Investment 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
Q4 		– Sell
-8
Closed -$622 – 866
2023
Q3 		$622 Buy
+8
New +$551 ﹤0.01% 706
2022
Q4 		– Sell
-200
Closed -$12K – 525
2022
Q3 		$12K Sell
200
-28
-12% -$1.99K 0.02% 152
2022
Q2 		$13K Buy
228
+36
+19% +$2.33K 0.02% 187
2022
Q1 		$14K Sell
192
-8
-4% -$606 0.02% 219
2021
Q4 		$17K Buy
200
+92
+85% +$8.57K 0.02% 204
2021
Q3 		$10K Buy
108
+58
+116% +$4.91K 0.01% 187
2021
Q2 		$4K Sell
50
-8
-14% -$681 0.01% 318
2021
Q1 		$5K Sell
58
-14
-19% -$945 0.01% 207
2020
Q4 		$4K Buy
72
+10
+16% +$512 0.01% 256
2020
Q3 		$3K Sell
62
-16
-21% -$711 0.01% 255
2020
Q2 		$3K Buy
+78
New +$2.65K 0.01% 239

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 $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return