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PRW Wealth Management’s Williams-Sonoma WSM Stock Holding History

PRW 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
2019
Q2 		– Sell
-94
Closed -$3K – 678
2019
Q1 		$3K Hold
94
– – ﹤0.01% 480
2018
Q4 		$2K Buy
+94
New +$2.69K ﹤0.01% 535

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PRW Wealth Management's WSM Position: Q2 2019 in Review

PRW Wealth Management sold out of Williams-Sonoma (WSM) in Q2 2019, closing a stake of 94 shares — an estimated $3K sold.

PRW Wealth Management first reported a position in WSM in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 407 funds tracked by Wall St. Rank hold WSM as of Q2 2019.

  • PRW Wealth Management reported no remaining Williams-Sonoma position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 94 Williams-Sonoma shares in Q2 2019, an estimated $3K.
  • PRW Wealth Management first reported a position in Williams-Sonoma in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Williams-Sonoma position peaked at $3K in Q1 2019.
  • 407 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.