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Point View Wealth Management’s Williams-Sonoma WSM Stock Holding History

Point View Wealth Management’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 		$1.19M Sell
23,366
-818
-3% -$41.9K 0.48% 63
2020
Q3 		$1.09M Sell
24,184
-154
-0.6% -$6.84K 0.52% 59
2020
Q2 		$998K Sell
24,338
-1,398
-5% -$47.6K 0.48% 69
2020
Q1 		$547K Sell
25,736
-470
-2% -$14.9K 0.3% 108
2019
Q4 		$962K Sell
26,206
-2,190
-8% -$76.1K 0.4% 85
2019
Q3 		$965K Sell
28,396
-3,822
-12% -$127K 0.44% 79
2019
Q2 		$1.05M Sell
32,218
-58
-0.2% -$1.66K 0.45% 74
2019
Q1 		$908K Sell
32,276
-1,710
-5% -$47.2K 0.4% 84
2018
Q4 		$857K Buy
33,986
+3,730
+12% +$107K 0.43% 81
2018
Q3 		$994K Buy
30,256
+526
+2% +$16.7K 0.44% 74
2018
Q2 		$912K Sell
29,730
-880
-3% -$23.6K 0.42% 78
2018
Q1 		$808K Sell
30,610
-632
-2% -$16.7K 0.39% 89
2017
Q4 		$808K Buy
31,242
+3,116
+11% +$79.4K 0.38% 90
2017
Q3 		$702K Buy
28,126
+7,494
+36% +$174K 0.34% 109
2017
Q2 		$500K Buy
20,632
+5,966
+41% +$152K 0.25% 141
2017
Q1 		$393K Buy
14,666
+4,480
+44% +$109K 0.2% 153
2016
Q4 		$246K Buy
10,186
+2,232
+28% +$56.9K 0.14% 185
2016
Q3 		$203K Buy
+7,954
New +$208K 0.12% 208

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

Point View Wealth Management's WSM Position: Q4 2020 in Review

Point View Wealth Management reduced its Williams-Sonoma (WSM) stake by 3.4% in Q4 2020, selling an estimated $41.9K and leaving 23,366 shares worth $1.19M. The position accounts for 0.48% of the portfolio, ranked #63.

Point View Wealth Management first reported a position in WSM in Q3 2016 and has held it in 18 quarters since. 511 funds tracked by Wall St. Rank hold WSM as of Q4 2020.

  • Point View Wealth Management held 23,366 shares of Williams-Sonoma worth $1.19M as of Q4 2020.
  • Point View Wealth Management sold 818 Williams-Sonoma shares in Q4 2020, an estimated $41.9K.
  • Williams-Sonoma made up 0.48% of Point View Wealth Management's portfolio in Q4 2020, its #63 holding.
  • Point View Wealth Management first reported a position in Williams-Sonoma in Q3 2016 and has held it in 18 quarters since.
  • 511 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.