SWM
WSM icon

Sugarloaf Wealth Management’s Williams-Sonoma WSM Stock Holding History

Sugarloaf Wealth 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
2022
Q1 		– Sell
-40
Closed -$3K – 768
2021
Q4 		$3K Buy
+40
New +$3.73K ﹤0.01% 654

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's WSM Position: Q1 2022 in Review

Sugarloaf Wealth Management sold out of Williams-Sonoma (WSM) in Q1 2022, closing a stake of 40 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in WSM in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 621 funds tracked by Wall St. Rank hold WSM as of Q1 2022.

  • Sugarloaf Wealth Management reported no remaining Williams-Sonoma position as of Q1 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 40 Williams-Sonoma shares in Q1 2022, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in Williams-Sonoma in Q4 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Williams-Sonoma position peaked at $3K in Q4 2021.
  • 621 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.