Reilly Financial Advisors’s Williams-Sonoma WSM Stock Holding History

Reilly Financial 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	$5K	Buy	60 +10	+20%	+$932	﹤0.01%	859
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	795
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	841
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	835
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	773
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	775
2020 Q2	$2K	Buy	+50	New	+$1.7K	﹤0.01%	831
2018 Q1	–	Sell	-400	Closed	-$10K	–	1064
2017 Q4	$10K	Hold	400	–	–	﹤0.01%	660
2017 Q3	$10K	Hold	400	–	–	﹤0.01%	639
2017 Q2	$10K	Hold	400	–	–	﹤0.01%	648
2017 Q1	$11K	Buy	+400	New	+$9.75K	﹤0.01%	599

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Reilly Financial Advisors's WSM Position: Q4 2021 in Review

Reilly Financial Advisors increased its Williams-Sonoma (WSM) stake by 20% in Q4 2021, buying an estimated $932 and bringing the position to 60 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Reilly Financial Advisors first reported a position in WSM in Q1 2017 and has held it in 11 quarters since. The position peaked at $11K in Q1 2017. 652 funds tracked by Wall St. Rank hold WSM as of Q4 2021.

Reilly Financial Advisors held 60 shares of Williams-Sonoma worth $5K as of Q4 2021.
Reilly Financial Advisors bought 10 Williams-Sonoma shares in Q4 2021, an estimated $932.
Williams-Sonoma made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #859 holding.
Reilly Financial Advisors first reported a position in Williams-Sonoma in Q1 2017 and has held it in 11 quarters since.
Reilly Financial Advisors's Williams-Sonoma position peaked at $11K in Q1 2017.
652 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.