People's United Financial’s Williams-Sonoma WSM Stock Holding History

People's United Financial’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
2022 Q1	$284K	Sell	3,918 -266	-6%	-$20.1K	0.01%	548
2021 Q4	$354K	Sell	4,184 -436	-9%	-$40.6K	0.01%	534
2021 Q3	$410K	Sell	4,620 -14	-0.3%	-$1.18K	0.01%	553
2021 Q2	$370K	Buy	4,634 +530	+13%	+$45.1K	0.01%	566
2021 Q1	$368K	Buy	4,104 +26	+0.6%	+$1.75K	0.01%	553
2020 Q4	$208K	Sell	4,078 -410	-9%	-$21K	0.01%	637
2020 Q3	$203K	Buy	+4,488	New	+$199K	0.01%	610
2017 Q2	–	Sell	-600	Closed	-$16K	–	1088
2017 Q1	$16K	Hold	600	–	–	﹤0.01%	848
2016 Q4	$15K	Sell	600 -800	-57%	-$20.4K	﹤0.01%	834
2016 Q3	$36K	Hold	1,400	–	–	﹤0.01%	609
2016 Q2	$36K	Hold	1,400	–	–	﹤0.01%	599
2016 Q1	$38K	Buy	+1,400	New	+$38K	﹤0.01%	601
2013 Q4	–	Sell	-800	Closed	-$22K	–	810
2013 Q3	$22K	Buy	+800	New	+$23.2K	﹤0.01%	600

Other funds holding WSM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

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

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

People's United Financial's WSM Position: Q1 2022 in Review

People's United Financial reduced its Williams-Sonoma (WSM) stake by 6.4% in Q1 2022, selling an estimated $20.1K and leaving 3,918 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #548.

People's United Financial first reported a position in WSM in Q3 2013 and has held it in 13 quarters since. The position peaked at $410K in Q3 2021. 622 funds tracked by Wall St. Rank hold WSM as of Q1 2022.

People's United Financial held 3,918 shares of Williams-Sonoma worth $284K as of Q1 2022.
People's United Financial sold 266 Williams-Sonoma shares in Q1 2022, an estimated $20.1K.
Williams-Sonoma made up 0.01% of People's United Financial's portfolio in Q1 2022, its #548 holding.
People's United Financial first reported a position in Williams-Sonoma in Q3 2013 and has held it in 13 quarters since.
People's United Financial's Williams-Sonoma position peaked at $410K in Q3 2021.
622 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.