MUFG Americas’s Williams-Sonoma WSM Stock Holding History

MUFG Americas’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 Q2	–	Sell	-74	Closed	-$5K	–	821
2022 Q1	$5K	Buy	+74	New	+$5.6K	﹤0.01%	762
2015 Q3	–	Sell	-4,000	Closed	-$165K	–	1247
2015 Q2	$165K	Hold	4,000	–	–	0.01%	481
2015 Q1	$159K	Sell	4,000 -40	-1%	-$1.59K	0.01%	504
2014 Q4	$153K	Hold	4,040	–	–	0.01%	515
2014 Q3	$134K	Sell	4,040 -36	-0.9%	-$1.25K	﹤0.01%	544
2014 Q2	$146K	Hold	4,076	–	–	﹤0.01%	523
2014 Q1	$136K	Buy	4,076 +76	+2%	+$2.21K	﹤0.01%	533
2013 Q4	$117K	Hold	4,000	–	–	﹤0.01%	556
2013 Q3	$112K	Sell	4,000 -90	-2%	-$2.61K	﹤0.01%	579
2013 Q2	$114K	Buy	+4,090	New	+$110K	﹤0.01%	1001

Other funds holding WSM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MUFG Americas's WSM Position: Q2 2022 in Review

MUFG Americas sold out of Williams-Sonoma (WSM) in Q2 2022, closing a stake of 74 shares — an estimated $5K sold.

MUFG Americas first reported a position in WSM in Q2 2013 and held it in 10 quarters. The position peaked at $165K in Q2 2015. 611 funds tracked by Wall St. Rank hold WSM as of Q2 2022.

MUFG Americas reported no remaining Williams-Sonoma position as of Q2 2022 after selling out during the quarter.
MUFG Americas sold 74 Williams-Sonoma shares in Q2 2022, an estimated $5K.
MUFG Americas first reported a position in Williams-Sonoma in Q2 2013 and held it in 10 quarters.
MUFG Americas's Williams-Sonoma position peaked at $165K in Q2 2015.
611 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2022.

Based on MUFG Americas's 13F filing for Q2 2022, filed 2 Aug 2022.