MWM
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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
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
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 $2.9T AUM 29.55% 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