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NEXT Financial Holdings’s Williams-Sonoma WSM Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$384K Buy
+13,656
New +$377K 0.1% 177

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NEXT Financial Holdings's WSM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Williams-Sonoma (WSM) in Q1 2019: 13,656 shares worth $384K. The stake represents 0.1% of the portfolio and ranks #177 among its holdings.

439 funds tracked by Wall St. Rank hold WSM as of Q1 2019.

  • NEXT Financial Holdings held 13,656 shares of Williams-Sonoma worth $384K as of Q1 2019.
  • Williams-Sonoma was a new NEXT Financial Holdings position in Q1 2019.
  • Williams-Sonoma made up 0.1% of NEXT Financial Holdings's portfolio in Q1 2019, its #177 holding.
  • 439 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.