RCA
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Ranch Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-1,558
Closed -$138K – 607
2021
Q3 		$138K Buy
+1,558
New +$132K 0.09% 176
2021
Q2 		– Sell
-1,414
Closed -$120K – 204
2021
Q1 		$126K Sell
1,414
-196
-12% -$13.2K 0.08% 191
2020
Q4 		$82K Buy
1,610
+100
+7% +$5.12K 0.06% 232
2020
Q3 		$68K Buy
1,510
+690
+84% +$30.7K 0.05% 234
2020
Q2 		$38K Buy
820
+430
+110% +$14.6K 0.03% 352
2020
Q1 		$8K Sell
390
-130
-25% -$4.13K 0.01% 642
2019
Q4 		$19K Buy
+520
New +$18.1K 0.02% 520

Other funds holding WSM

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return