Nadler Financial Group’s Williams-Sonoma WSM Stock Holding History

Nadler Financial Group’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
2023 Q4	–	Sell	-35,000	Closed	-$2.72M	–	112
2023 Q3	$2.72M	Sell	35,000 -48	-0.1%	-$3.31K	0.41%	30
2023 Q2	$2.19M	Sell	35,048 -10,000	-22%	-$596K	0.32%	32
2023 Q1	$2.74M	Hold	45,048	–	–	0.44%	30
2022 Q4	$2.59M	Sell	45,048 -18,000	-29%	-$1.08M	0.45%	27
2022 Q3	$3.71M	Sell	63,048 -840	-1%	-$59.6K	0.71%	24
2022 Q2	$3.54M	Sell	63,888 -1,160	-2%	-$75K	0.65%	24
2022 Q1	$4.72M	Hold	65,048	–	–	0.74%	24
2021 Q4	$5.5M	Buy	65,048 +48	+0.1%	+$4.47K	0.81%	23
2021 Q3	$5.76M	Hold	65,000	–	–	0.94%	20
2021 Q2	$5.19M	Hold	65,000	–	–	0.85%	22
2021 Q1	$5.82M	Sell	65,000 -13,500	-17%	-$911K	1.04%	20
2020 Q4	$4M	Sell	78,500 -500	-0.6%	-$25.6K	0.76%	22
2020 Q3	$3.57M	Sell	79,000 -5,000	-6%	-$222K	0.79%	22
2020 Q2	$3.44M	Sell	84,000 -2,500	-3%	-$85K	0.86%	21
2020 Q1	$1.84M	Sell	86,500 -3,500	-4%	-$111K	0.57%	21
2019 Q4	$3.31M	Buy	+90,000	New	+$3.13M	0.82%	18

Other funds holding WSM

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

Fidelity Investments

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

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

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

Capital Research Global Investors

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

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return