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Surevest’s Williams-Sonoma WSM Stock Holding History

Surevest’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
Q3 		$2.09M Buy
35,438
+3,486
+11% +$247K 0.57% 71
2022
Q2 		$1.77M Buy
31,952
+6,900
+28% +$446K 0.47% 76
2022
Q1 		$1.82M Buy
+25,052
New +$1.9M 0.44% 80

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Surevest's WSM Position: Q3 2022 in Review

Surevest increased its Williams-Sonoma (WSM) stake by 11% in Q3 2022, buying an estimated $247K and bringing the position to 35,438 shares worth $2.09M. The position accounts for 0.57% of the portfolio, ranked #71.

Surevest first reported a position in WSM in Q1 2022 and has held it in 3 quarters since. 616 funds tracked by Wall St. Rank hold WSM as of Q3 2022.

  • Surevest held 35,438 shares of Williams-Sonoma worth $2.09M as of Q3 2022.
  • Surevest bought 3,486 Williams-Sonoma shares in Q3 2022, an estimated $247K.
  • Williams-Sonoma made up 0.57% of Surevest's portfolio in Q3 2022, its #71 holding.
  • Surevest first reported a position in Williams-Sonoma in Q1 2022 and has held it in 3 quarters since.
  • 616 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.