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Okabena Investment Services’s Williams-Sonoma WSM Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-18
Closed -$1.09K – 252
2023
Q1 		$1.09K Buy
+18
New +$1.12K ﹤0.01% 193

Other funds holding WSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Okabena Investment Services's WSM Position: Q2 2023 in Review

Okabena Investment Services sold out of Williams-Sonoma (WSM) in Q2 2023, closing a stake of 18 shares — an estimated $1.09K sold.

Okabena Investment Services first reported a position in WSM in Q1 2023 and held it in 1 quarter. The position peaked at $1.09K in Q1 2023. 586 funds tracked by Wall St. Rank hold WSM as of Q2 2023.

  • Okabena Investment Services reported no remaining Williams-Sonoma position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 18 Williams-Sonoma shares in Q2 2023, an estimated $1.09K.
  • Okabena Investment Services first reported a position in Williams-Sonoma in Q1 2023 and held it in 1 quarter.
  • Okabena Investment Services's Williams-Sonoma position peaked at $1.09K in Q1 2023.
  • 586 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.