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Sonora Investment Management’s Williams-Sonoma WSM Stock Holding History

Sonora Investment 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
2021
Q3 		$22K Hold
244
– – ﹤0.01% 610
2021
Q2 		$19K Buy
244
+44
+22% +$3.74K ﹤0.01% 589
2021
Q1 		$18K Hold
200
– – ﹤0.01% 1027
2020
Q4 		$10K Hold
200
– – ﹤0.01% 1237
2020
Q3 		$9K Hold
200
– – ﹤0.01% 1267
2020
Q2 		$8K Hold
200
– – ﹤0.01% 1199
2020
Q1 		$4K Hold
200
– – ﹤0.01% 1355
2019
Q4 		$7K Buy
+200
New +$6.95K ﹤0.01% 1318

Other funds holding WSM

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
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 $47.7B 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sonora Investment Management's WSM Position: Q3 2021 in Review

Sonora Investment Management held its Williams-Sonoma (WSM) position steady in Q3 2021 at 244 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Sonora Investment Management first reported a position in WSM in Q4 2019 and has held it in 8 quarters since. 597 funds tracked by Wall St. Rank hold WSM as of Q3 2021.

  • Sonora Investment Management held 244 shares of Williams-Sonoma worth $22K as of Q3 2021.
  • Sonora Investment Management left its Williams-Sonoma share count unchanged in Q3 2021.
  • Williams-Sonoma made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #610 holding.
  • Sonora Investment Management first reported a position in Williams-Sonoma in Q4 2019 and has held it in 8 quarters since.
  • 597 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.