Optimum Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Optimum Investment Advisors’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	-400	Closed	-$23K	–	787
2022 Q4	$23K	Hold	400	–	–	0.01%	469
2022 Q3	$24K	Buy	+400	New	+$28.4K	0.01%	476
2021 Q3	–	Sell	-600	Closed	-$48K	–	927
2021 Q2	$48K	Buy	+600	New	+$51.1K	0.02%	520
2021 Q1	–	Sell	-1,000	Closed	-$51K	–	963
2020 Q4	$51K	Buy	+1,000	New	+$51.2K	0.02%	477
2020 Q2	–	Sell	-7,000	Closed	-$149K	–	934
2020 Q1	$149K	Buy	7,000 +4,400	+169%	+$140K	0.06%	252
2019 Q4	$95K	Hold	2,600	–	–	0.03%	396
2019 Q3	$88K	Buy	2,600 +1,000	+63%	+$33.1K	0.03%	393
2019 Q2	$52K	Hold	1,600	–	–	0.02%	496
2019 Q1	$45K	Sell	1,600 -100	-6%	-$2.76K	0.01%	528
2018 Q4	$43K	Sell	1,700 -1,000	-37%	-$28.6K	0.01%	493
2018 Q3	$89K	Hold	2,700	–	–	0.02%	419
2018 Q2	$83K	Hold	2,700	–	–	0.02%	434
2018 Q1	$71K	Buy	+2,700	New	+$71.4K	0.02%	460

Other funds holding WSM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Optimum Investment Advisors's WSM Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Williams-Sonoma (WSM) in Q1 2023, closing a stake of 400 shares — an estimated $23K sold.

Optimum Investment Advisors first reported a position in WSM in Q1 2018 and held it in 13 quarters. The position peaked at $149K in Q1 2020. 608 funds tracked by Wall St. Rank hold WSM as of Q1 2023.

Optimum Investment Advisors reported no remaining Williams-Sonoma position as of Q1 2023 after selling out during the quarter.
Optimum Investment Advisors sold 400 Williams-Sonoma shares in Q1 2023, an estimated $23K.
Optimum Investment Advisors first reported a position in Williams-Sonoma in Q1 2018 and held it in 13 quarters.
Optimum Investment Advisors's Williams-Sonoma position peaked at $149K in Q1 2020.
608 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.