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PCJ Investment Counsel’s Williams-Sonoma WSM Stock Holding History

PCJ Investment Counsel’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
-23,000
Closed -$1.04M – 99
2020
Q3 		$1.04M Buy
+23,000
New +$1.02M 0.47% 61

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

PCJ Investment Counsel's WSM Position: Q4 2020 in Review

PCJ Investment Counsel sold out of Williams-Sonoma (WSM) in Q4 2020, closing a stake of 23,000 shares — an estimated $1.04M sold.

PCJ Investment Counsel first reported a position in WSM in Q3 2020 and held it in 1 quarter. The position peaked at $1.04M in Q3 2020. 511 funds tracked by Wall St. Rank hold WSM as of Q4 2020.

  • PCJ Investment Counsel reported no remaining Williams-Sonoma position as of Q4 2020 after selling out during the quarter.
  • PCJ Investment Counsel sold 23,000 Williams-Sonoma shares in Q4 2020, an estimated $1.04M.
  • PCJ Investment Counsel first reported a position in Williams-Sonoma in Q3 2020 and held it in 1 quarter.
  • PCJ Investment Counsel's Williams-Sonoma position peaked at $1.04M in Q3 2020.
  • 511 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2020.

Based on PCJ Investment Counsel's 13F filing for Q4 2020, filed 10 Feb 2021.