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Mid Atlantic Financial Management’s Williams-Sonoma WSM Stock Holding History

Mid Atlantic Financial 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
Q3 		$235K Buy
2,648
+8
+0.3% +$677 0.02% 762
2021
Q2 		$211K Sell
2,640
-106
-4% -$9.02K 0.01% 826
2021
Q1 		$246K Buy
+2,746
New +$185K 0.02% 707

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mid Atlantic Financial Management's WSM Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Williams-Sonoma (WSM) stake by 0.3% in Q3 2021, buying an estimated $677 and bringing the position to 2,648 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #762.

Mid Atlantic Financial Management first reported a position in WSM in Q1 2021 and has held it in 3 quarters since. The position peaked at $246K in Q1 2021. 597 funds tracked by Wall St. Rank hold WSM as of Q3 2021.

  • Mid Atlantic Financial Management held 2,648 shares of Williams-Sonoma worth $235K as of Q3 2021.
  • Mid Atlantic Financial Management bought 8 Williams-Sonoma shares in Q3 2021, an estimated $677.
  • Williams-Sonoma made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #762 holding.
  • Mid Atlantic Financial Management first reported a position in Williams-Sonoma in Q1 2021 and has held it in 3 quarters since.
  • Mid Atlantic Financial Management's Williams-Sonoma position peaked at $246K in Q1 2021.
  • 597 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.