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Rational Advisors’s Williams-Sonoma WSM Stock Holding History

Rational 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
-5,600
Closed -$497K – 209
2021
Q3 		$497K Buy
+5,600
New +$474K 0.04% 120
2019
Q3 		– Sell
-5,786
Closed -$188K – 602
2019
Q2 		$188K Buy
+5,786
New +$166K 0.07% 225
2018
Q2 		– Sell
-6,600
Closed -$174K – 571
2018
Q1 		$174K Hold
6,600
– – 0.08% 237
2017
Q4 		$171K Buy
+6,600
New +$168K 0.09% 203
2013
Q4 		$155K Sell
5,314
-580
-10% -$16.2K 0.01% 518
2013
Q3 		$166K Sell
5,894
-76
-1% -$2.2K 0.01% 542
2013
Q2 		$167K Buy
+5,970
New +$161K 0.01% 532

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

Rational Advisors's WSM Position: Q4 2021 in Review

Rational Advisors sold out of Williams-Sonoma (WSM) in Q4 2021, closing a stake of 5,600 shares — an estimated $497K sold.

Rational Advisors first reported a position in WSM in Q2 2013 and held it in 7 quarters. The position peaked at $497K in Q3 2021. 651 funds tracked by Wall St. Rank hold WSM as of Q4 2021.

  • Rational Advisors reported no remaining Williams-Sonoma position as of Q4 2021 after selling out during the quarter.
  • Rational Advisors sold 5,600 Williams-Sonoma shares in Q4 2021, an estimated $497K.
  • Rational Advisors first reported a position in Williams-Sonoma in Q2 2013 and held it in 7 quarters.
  • Rational Advisors's Williams-Sonoma position peaked at $497K in Q3 2021.
  • 651 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2021.

Based on Rational Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.