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Sargent Bickham Lagudis’s Williams-Sonoma WSM Stock Holding History

Sargent Bickham Lagudis’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
2020
Q1 		– Sell
-636
Closed -$23K – 931
2019
Q4 		$23K Hold
636
– – ﹤0.01% 504
2019
Q3 		$22K Hold
636
– – ﹤0.01% 467
2019
Q2 		$21K Hold
636
– – ﹤0.01% 491
2019
Q1 		$18K Hold
636
– – ﹤0.01% 530
2018
Q4 		$16K Buy
+636
New +$18.2K ﹤0.01% 523

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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 $291M AUM 2.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sargent Bickham Lagudis's WSM Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of Williams-Sonoma (WSM) in Q1 2020, closing a stake of 636 shares — an estimated $23K sold.

Sargent Bickham Lagudis first reported a position in WSM in Q4 2018 and held it in 5 quarters. The position peaked at $23K in Q4 2019. 393 funds tracked by Wall St. Rank hold WSM as of Q1 2020.

  • Sargent Bickham Lagudis reported no remaining Williams-Sonoma position as of Q1 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 636 Williams-Sonoma shares in Q1 2020, an estimated $23K.
  • Sargent Bickham Lagudis first reported a position in Williams-Sonoma in Q4 2018 and held it in 5 quarters.
  • Sargent Bickham Lagudis's Williams-Sonoma position peaked at $23K in Q4 2019.
  • 393 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.