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Paces Ferry Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-118
Closed -$5K – 1112
2020
Q3 		$5K Buy
+118
New +$5.24K ﹤0.01% 535

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Aristotle Capital Management
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BC
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
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HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Paces Ferry Wealth Advisors's WSM Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Williams-Sonoma (WSM) in Q4 2020, closing a stake of 118 shares — an estimated $5K sold.

Paces Ferry Wealth Advisors first reported a position in WSM in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 511 funds tracked by Wall St. Rank hold WSM as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Williams-Sonoma position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 118 Williams-Sonoma shares in Q4 2020, an estimated $5K.
  • Paces Ferry Wealth Advisors first reported a position in Williams-Sonoma in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Williams-Sonoma position peaked at $5K in Q3 2020.
  • 511 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.