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Regent Peak Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-36
Closed -$2K – 1010
2020
Q4 		$2K Buy
+36
New +$1.84K ﹤0.01% 855

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Regent Peak Wealth Advisors's WSM Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Williams-Sonoma (WSM) in Q1 2021, closing a stake of 36 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in WSM in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 557 funds tracked by Wall St. Rank hold WSM as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Williams-Sonoma position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 36 Williams-Sonoma shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Williams-Sonoma in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Williams-Sonoma position peaked at $2K in Q4 2020.
  • 557 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.