Princeton Portfolio Strategies Group’s Williams-Sonoma WSM Stock Holding History

Princeton Portfolio Strategies 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
2021 Q2	$850K	Buy	10,644 +24	+0.2%	+$2.04K	0.16%	100
2021 Q1	$952K	Sell	10,620 -800	-7%	-$54K	0.18%	97
2020 Q4	$582K	Hold	11,420	–	–	0.12%	119
2020 Q3	$516K	Buy	11,420 +6,460	+130%	+$287K	0.11%	118
2020 Q2	$203K	Buy	+4,960	New	+$169K	0.05%	146
2019 Q4	–	Sell	-6,080	Closed	-$207K	–	150
2019 Q3	$207K	Sell	6,080 -4,790	-44%	-$159K	0.05%	141
2019 Q2	$353K	Sell	10,870 -3,200	-23%	-$91.8K	0.09%	124
2019 Q1	$396K	Hold	14,070	–	–	0.11%	121
2018 Q4	$355K	Buy	14,070 +1,800	+15%	+$51.5K	0.11%	121
2018 Q3	$403K	Buy	+12,270	New	+$389K	0.1%	127
2018 Q2	–	Sell	-8,550	Closed	-$226K	–	155
2018 Q1	$226K	Buy	+8,550	New	+$226K	0.06%	143

Other funds holding WSM

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

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Princeton Portfolio Strategies Group's WSM Position: Q2 2021 in Review

Princeton Portfolio Strategies Group increased its Williams-Sonoma (WSM) stake by 0.23% in Q2 2021, buying an estimated $2.04K and bringing the position to 10,644 shares worth $850K. The position accounts for 0.16% of the portfolio, ranked #100.

Princeton Portfolio Strategies Group first reported a position in WSM in Q1 2018 and has held it in 11 quarters since. The position peaked at $952K in Q1 2021. 574 funds tracked by Wall St. Rank hold WSM as of Q2 2021.

Princeton Portfolio Strategies Group held 10,644 shares of Williams-Sonoma worth $850K as of Q2 2021.
Princeton Portfolio Strategies Group bought 24 Williams-Sonoma shares in Q2 2021, an estimated $2.04K.
Williams-Sonoma made up 0.16% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #100 holding.
Princeton Portfolio Strategies Group first reported a position in Williams-Sonoma in Q1 2018 and has held it in 11 quarters since.
Princeton Portfolio Strategies Group's Williams-Sonoma position peaked at $952K in Q1 2021.
574 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.