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Shine Investment Advisory Services’s Williams-Sonoma WSM Stock Holding History

Shine Investment Advisory Services’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
Q3 		$36K Hold
800
– – 0.01% 364
2020
Q2 		$33K Hold
800
– – 0.01% 379
2020
Q1 		$17K Hold
800
– – 0.01% 448
2019
Q4 		$29K Buy
+800
New +$27.8K 0.01% 433

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Shine Investment Advisory Services's WSM Position: Q3 2020 in Review

Shine Investment Advisory Services held its Williams-Sonoma (WSM) position steady in Q3 2020 at 800 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #364.

Shine Investment Advisory Services first reported a position in WSM in Q4 2019 and has held it in 4 quarters since. 461 funds tracked by Wall St. Rank hold WSM as of Q3 2020.

  • Shine Investment Advisory Services held 800 shares of Williams-Sonoma worth $36K as of Q3 2020.
  • Shine Investment Advisory Services left its Williams-Sonoma share count unchanged in Q3 2020.
  • Williams-Sonoma made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #364 holding.
  • Shine Investment Advisory Services first reported a position in Williams-Sonoma in Q4 2019 and has held it in 4 quarters since.
  • 461 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.