SeaCrest Wealth Management’s Williams-Sonoma WSM Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-500	Closed	-$28K	–	1538
2022 Q2	$28K	Buy	+500	New	+$32.3K	﹤0.01%	1365
2019 Q2	–	Sell	-1,134	Closed	-$32K	–	1852
2019 Q1	$32K	Hold	1,134	–	–	0.01%	1095
2018 Q4	$29K	Hold	1,134	–	–	0.01%	1100
2018 Q3	$37K	Hold	1,134	–	–	0.01%	1128
2018 Q2	$35K	Buy	+1,134	New	+$30.4K	0.01%	1131

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

SeaCrest Wealth Management's WSM Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Williams-Sonoma (WSM) in Q3 2022, closing a stake of 500 shares — an estimated $28K sold.

SeaCrest Wealth Management first reported a position in WSM in Q2 2018 and held it in 5 quarters. The position peaked at $37K in Q3 2018. 617 funds tracked by Wall St. Rank hold WSM as of Q3 2022.

SeaCrest Wealth Management reported no remaining Williams-Sonoma position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 500 Williams-Sonoma shares in Q3 2022, an estimated $28K.
SeaCrest Wealth Management first reported a position in Williams-Sonoma in Q2 2018 and held it in 5 quarters.
SeaCrest Wealth Management's Williams-Sonoma position peaked at $37K in Q3 2018.
617 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.