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Personal CFO Solutions’s Williams-Sonoma WSM Stock Holding History

Personal CFO Solutions’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
Q2 		– Sell
-2,880
Closed -$209K – 498
2022
Q1 		$209K Buy
+2,880
New +$218K 0.04% 431
2021
Q2 		– Sell
-2,362
Closed -$212K – 471
2021
Q1 		$212K Buy
+2,362
New +$159K 0.05% 375

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal CFO Solutions's WSM Position: Q2 2022 in Review

Personal CFO Solutions sold out of Williams-Sonoma (WSM) in Q2 2022, closing a stake of 2,880 shares — an estimated $209K sold.

Personal CFO Solutions first reported a position in WSM in Q1 2021 and held it in 2 quarters. The position peaked at $212K in Q1 2021. 612 funds tracked by Wall St. Rank hold WSM as of Q2 2022.

  • Personal CFO Solutions reported no remaining Williams-Sonoma position as of Q2 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 2,880 Williams-Sonoma shares in Q2 2022, an estimated $209K.
  • Personal CFO Solutions first reported a position in Williams-Sonoma in Q1 2021 and held it in 2 quarters.
  • Personal CFO Solutions's Williams-Sonoma position peaked at $212K in Q1 2021.
  • 612 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2022.

Based on Personal CFO Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.