MorganRosel Wealth Management’s Williams-Sonoma WSM Stock Holding History

MorganRosel Wealth 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
2022 Q1	–	Sell	-11,856	Closed	-$1M	–	99
2021 Q4	$1M	Buy	11,856 +434	+4%	+$40.4K	0.49%	39
2021 Q3	$1.01M	Sell	11,422 -1,164	-9%	-$98.5K	0.55%	28
2021 Q2	$1M	Buy	12,586 +540	+4%	+$46K	0.56%	30
2021 Q1	$1.08M	Sell	12,046 -4,390	-27%	-$296K	0.68%	26
2020 Q4	$837K	Buy	16,436 +154	+0.9%	+$7.89K	0.59%	35
2020 Q3	$736K	Buy	16,282 +496	+3%	+$22K	0.59%	32
2020 Q2	$647K	Buy	+15,786	New	+$537K	0.6%	36

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

MorganRosel Wealth Management's WSM Position: Q1 2022 in Review

MorganRosel Wealth Management sold out of Williams-Sonoma (WSM) in Q1 2022, closing a stake of 11,856 shares — an estimated $1M sold.

MorganRosel Wealth Management first reported a position in WSM in Q2 2020 and held it in 7 quarters. The position peaked at $1.08M in Q1 2021. 621 funds tracked by Wall St. Rank hold WSM as of Q1 2022.

MorganRosel Wealth Management reported no remaining Williams-Sonoma position as of Q1 2022 after selling out during the quarter.
MorganRosel Wealth Management sold 11,856 Williams-Sonoma shares in Q1 2022, an estimated $1M.
MorganRosel Wealth Management first reported a position in Williams-Sonoma in Q2 2020 and held it in 7 quarters.
MorganRosel Wealth Management's Williams-Sonoma position peaked at $1.08M in Q1 2021.
621 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2022.

Based on MorganRosel Wealth Management's 13F filing for Q1 2022, filed 22 Apr 2022.