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

Piedmont 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
2020 Q2	–	Sell	-14,244	Closed	-$303K	–	700
2020 Q1	$303K	Buy	14,244 +378	+3%	+$12K	0.01%	601
2019 Q4	$509K	Sell	13,866 -2,400	-15%	-$83.4K	0.02%	508
2019 Q3	$553K	Sell	16,266 -1,120	-6%	-$37.1K	0.02%	477
2019 Q2	$565K	Buy	+17,386	New	+$499K	0.02%	498
2018 Q4	–	Sell	-12,866	Closed	-$423K	–	1088
2018 Q3	$423K	Buy	12,866 +12,816	+25,632%	+$406K	0.02%	611
2018 Q2	$2K	Buy	+50	New	+$1.34K	﹤0.01%	2647
2017 Q1	–	Sell	-21,300	Closed	-$515K	–	636
2016 Q4	$515K	Hold	21,300	–	–	0.01%	322
2016 Q3	$544K	Buy	+21,300	New	+$557K	0.01%	295
2015 Q1	–	Sell	-598,112	Closed	-$22.6M	–	348
2014 Q4	$22.6M	Sell	598,112 -308,700	-34%	-$10.7M	1.37%	33
2014 Q3	$30.2M	Buy	906,812 +87,190	+11%	+$3.02M	1.56%	27
2014 Q2	$29.4M	Sell	819,622 -110,250	-12%	-$3.63M	1.54%	28
2014 Q1	$31M	Buy	+929,872	New	+$27.1M	1.7%	29

Other funds holding WSM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HMP

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Piedmont Investment Advisors's WSM Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Williams-Sonoma (WSM) in Q2 2020, closing a stake of 14,244 shares — an estimated $303K sold.

Piedmont Investment Advisors first reported a position in WSM in Q1 2014 and held it in 12 quarters. The position peaked at $31M in Q1 2014. 440 funds tracked by Wall St. Rank hold WSM as of Q2 2020.

Piedmont Investment Advisors reported no remaining Williams-Sonoma position as of Q2 2020 after selling out during the quarter.
Piedmont Investment Advisors sold 14,244 Williams-Sonoma shares in Q2 2020, an estimated $303K.
Piedmont Investment Advisors first reported a position in Williams-Sonoma in Q1 2014 and held it in 12 quarters.
Piedmont Investment Advisors's Williams-Sonoma position peaked at $31M in Q1 2014.
440 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.