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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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Capital Research Global Investors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macroview Investment Management's WSM Position: Q4 2023 in Review

Macroview Investment Management sold out of Williams-Sonoma (WSM) in Q4 2023, closing a stake of 8 shares — an estimated $622 sold.

Macroview Investment Management first reported a position in WSM in Q2 2020 and held it in 11 quarters. The position peaked at $17K in Q4 2021. 679 funds tracked by Wall St. Rank hold WSM as of Q4 2023.

  • Macroview Investment Management reported no remaining Williams-Sonoma position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 8 Williams-Sonoma shares in Q4 2023, an estimated $622.
  • Macroview Investment Management first reported a position in Williams-Sonoma in Q2 2020 and held it in 11 quarters.
  • Macroview Investment Management's Williams-Sonoma position peaked at $17K in Q4 2021.
  • 679 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.