SWM
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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

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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Aristotle Capital Management
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return