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Steward Financial Group’s Williams-Sonoma WSM Stock Holding History

Steward Financial Group’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
2023
Q3 		$8K Buy
+108
New +$7.44K ﹤0.01% 474
2022
Q3 		– Sell
-12
Closed – – 1342
2022
Q2 		$0 Buy
+12
New +$776 ﹤0.01% 1418

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's WSM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Williams-Sonoma (WSM) in Q3 2023: 108 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WSM as recently as Q2 2022.

Steward Financial Group first reported a position in WSM in Q2 2022 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold WSM as of Q3 2023.

  • Steward Financial Group held 108 shares of Williams-Sonoma worth $8K as of Q3 2023.
  • Williams-Sonoma was a new Steward Financial Group position in Q3 2023.
  • Williams-Sonoma made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #474 holding.
  • Steward Financial Group first reported a position in Williams-Sonoma in Q2 2022 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.