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Nachman Norwood & Parrott’s Williams-Sonoma WSM Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-868
Closed -$39K – 1052
2020
Q3 		$39K Buy
+868
New +$38.6K 0.01% 499

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Nachman Norwood & Parrott's WSM Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Williams-Sonoma (WSM) in Q4 2020, closing a stake of 868 shares — an estimated $39K sold.

Nachman Norwood & Parrott first reported a position in WSM in Q3 2020 and held it in 1 quarter. The position peaked at $39K in Q3 2020. 511 funds tracked by Wall St. Rank hold WSM as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Williams-Sonoma position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 868 Williams-Sonoma shares in Q4 2020, an estimated $39K.
  • Nachman Norwood & Parrott first reported a position in Williams-Sonoma in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Williams-Sonoma position peaked at $39K in Q3 2020.
  • 511 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.