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Prestige Wealth Management Group’s Williams-Sonoma WSM Stock Holding History

Prestige Wealth Management Group’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
2023
Q2 		– Sell
-94
Closed -$5.72K – 1099
2023
Q1 		$5.72K Hold
94
– – ﹤0.01% 541
2022
Q4 		$5.4K Buy
94
+88
+1,467% +$5.28K ﹤0.01% 596
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1087
2022
Q2 		$0 Hold
6
– – ﹤0.01% 1090
2022
Q1 		$0 Hold
6
– – ﹤0.01% 1066
2021
Q4 		$1K Hold
6
– – ﹤0.01% 968
2021
Q3 		$1K Hold
6
– – ﹤0.01% 955
2021
Q2 		$0 Hold
6
– – ﹤0.01% 1047
2021
Q1 		$1K Hold
6
– – ﹤0.01% 929
2020
Q4 		$0 Buy
+6
New +$307 ﹤0.01% 1050
2020
Q3 		– Sell
-300
Closed -$12K – 928
2020
Q2 		$12K Buy
+300
New +$10.2K ﹤0.01% 401
2019
Q1 		– Sell
-26
Closed -$1K – 1151
2018
Q4 		$1K Buy
+26
New +$744 ﹤0.01% 1151

Other funds holding WSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prestige Wealth Management Group's WSM Position: Q2 2023 in Review

Prestige Wealth Management Group sold out of Williams-Sonoma (WSM) in Q2 2023, closing a stake of 94 shares — an estimated $5.72K sold.

Prestige Wealth Management Group first reported a position in WSM in Q4 2018 and held it in 12 quarters. The position peaked at $12K in Q2 2020. 586 funds tracked by Wall St. Rank hold WSM as of Q2 2023.

  • Prestige Wealth Management Group reported no remaining Williams-Sonoma position as of Q2 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 94 Williams-Sonoma shares in Q2 2023, an estimated $5.72K.
  • Prestige Wealth Management Group first reported a position in Williams-Sonoma in Q4 2018 and held it in 12 quarters.
  • Prestige Wealth Management Group's Williams-Sonoma position peaked at $12K in Q2 2020.
  • 586 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2023.

Based on Prestige Wealth Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.