Squar Milner Financial Services’s Williams-Sonoma WSM Stock Holding History

Squar Milner Financial 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 Q1	–	Sell	-86	Closed	-$3K	–	885
2019 Q4	$3K	Sell	86 -4,560	-98%	-$158K	﹤0.01%	716
2019 Q3	$210K	Buy	4,646 +3,926	+545%	+$130K	0.11%	205
2019 Q2	$23K	Hold	720	–	–	0.02%	449
2019 Q1	$20K	Hold	720	–	–	0.01%	431
2018 Q4	$18K	Hold	720	–	–	0.02%	407
2018 Q3	$24K	Sell	720 -180	-20%	-$5.71K	0.02%	396
2018 Q2	$28K	Buy	+900	New	+$24.1K	0.02%	432

Other funds holding WSM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Squar Milner Financial Services's WSM Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Williams-Sonoma (WSM) in Q1 2020, closing a stake of 86 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in WSM in Q2 2018 and held it in 7 quarters. The position peaked at $210K in Q3 2019. 393 funds tracked by Wall St. Rank hold WSM as of Q1 2020.

Squar Milner Financial Services reported no remaining Williams-Sonoma position as of Q1 2020 after selling out during the quarter.
Squar Milner Financial Services sold 86 Williams-Sonoma shares in Q1 2020, an estimated $3K.
Squar Milner Financial Services first reported a position in Williams-Sonoma in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Williams-Sonoma position peaked at $210K in Q3 2019.
393 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.