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Missouri Trust & Investment Company’s Williams-Sonoma WSM Stock Holding History

Missouri Trust & Investment Company’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
2022
Q1 		– Sell
-230
Closed -$19K – 399
2021
Q4 		$19K Buy
+230
New +$21.4K 0.01% 265

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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 $3.37T AUM 44.26% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 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

Missouri Trust & Investment Company's WSM Position: Q1 2022 in Review

Missouri Trust & Investment Company sold out of Williams-Sonoma (WSM) in Q1 2022, closing a stake of 230 shares — an estimated $19K sold.

Missouri Trust & Investment Company first reported a position in WSM in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 622 funds tracked by Wall St. Rank hold WSM as of Q1 2022.

  • Missouri Trust & Investment Company reported no remaining Williams-Sonoma position as of Q1 2022 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 230 Williams-Sonoma shares in Q1 2022, an estimated $19K.
  • Missouri Trust & Investment Company first reported a position in Williams-Sonoma in Q4 2021 and held it in 1 quarter.
  • Missouri Trust & Investment Company's Williams-Sonoma position peaked at $19K in Q4 2021.
  • 622 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2022.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2022, filed 10 May 2022.