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National Wealth Management Group’s Williams-Sonoma WSM Stock Holding History

National Wealth Management 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
Q1 		– Sell
-7,366
Closed -$423K – 170
2022
Q4 		$423K Buy
+7,366
New +$442K 0.51% 64

Other funds holding WSM

Vanguard Group
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
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
BC
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

National Wealth Management Group's WSM Position: Q1 2023 in Review

National Wealth Management Group sold out of Williams-Sonoma (WSM) in Q1 2023, closing a stake of 7,366 shares — an estimated $423K sold.

National Wealth Management Group first reported a position in WSM in Q4 2022 and held it in 1 quarter. The position peaked at $423K in Q4 2022. 606 funds tracked by Wall St. Rank hold WSM as of Q1 2023.

  • National Wealth Management Group reported no remaining Williams-Sonoma position as of Q1 2023 after selling out during the quarter.
  • National Wealth Management Group sold 7,366 Williams-Sonoma shares in Q1 2023, an estimated $423K.
  • National Wealth Management Group first reported a position in Williams-Sonoma in Q4 2022 and held it in 1 quarter.
  • National Wealth Management Group's Williams-Sonoma position peaked at $423K in Q4 2022.
  • 606 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2023.

Based on National Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.