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Retirement Planning Company of New England’s Williams-Sonoma WSM Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-178
Closed -$15K – 895
2021
Q4 		$15K Buy
+178
New +$16.6K 0.01% 584

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.37T AUM 44.26% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Retirement Planning Company of New England's WSM Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Williams-Sonoma (WSM) in Q1 2022, closing a stake of 178 shares — an estimated $15K sold.

Retirement Planning Company of New England first reported a position in WSM in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 622 funds tracked by Wall St. Rank hold WSM as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Williams-Sonoma position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 178 Williams-Sonoma shares in Q1 2022, an estimated $15K.
  • Retirement Planning Company of New England first reported a position in Williams-Sonoma in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Williams-Sonoma position peaked at $15K in Q4 2021.
  • 622 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.