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Standard Family Office’s Williams-Sonoma WSM Stock Holding History

Standard Family Office’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
Q4 		– Sell
-1,390
Closed -$82K – 453
2022
Q3 		$82K Buy
+1,390
New +$98.7K 0.04% 86
2021
Q3 		– Sell
-2,450
Closed -$196K – 523
2021
Q2 		$196K Sell
2,450
-12
-0.5% -$1.02K 0.04% 154
2021
Q1 		$221K Buy
2,462
+12
+0.5% +$810 0.05% 112
2020
Q4 		$125K Buy
+2,450
New +$125K 0.03% 167

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Standard Family Office's WSM Position: Q4 2022 in Review

Standard Family Office sold out of Williams-Sonoma (WSM) in Q4 2022, closing a stake of 1,390 shares — an estimated $82K sold.

Standard Family Office first reported a position in WSM in Q4 2020 and held it in 4 quarters. The position peaked at $221K in Q1 2021. 614 funds tracked by Wall St. Rank hold WSM as of Q4 2022.

  • Standard Family Office reported no remaining Williams-Sonoma position as of Q4 2022 after selling out during the quarter.
  • Standard Family Office sold 1,390 Williams-Sonoma shares in Q4 2022, an estimated $82K.
  • Standard Family Office first reported a position in Williams-Sonoma in Q4 2020 and held it in 4 quarters.
  • Standard Family Office's Williams-Sonoma position peaked at $221K in Q1 2021.
  • 614 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.