SWA
WSM icon

Sutton Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-8
Closed -$460 – 1574
2022
Q4 		$460 Sell
8
-14
-64% -$840 ﹤0.01% 1505
2022
Q3 		$1.3K Buy
22
+2
+10% +$142 ﹤0.01% 1240
2022
Q2 		$1.11K Sell
20
-2
-9% -$129 ﹤0.01% 1256
2022
Q1 		$1.59K Buy
22
+6
+38% +$454 ﹤0.01% 1235
2021
Q4 		$1.35K Buy
+16
New +$1.49K ﹤0.01% 1258
2021
Q3 		– Sell
-12
Closed -$958 – 1337
2021
Q2 		$958 Buy
+12
New +$1.02K ﹤0.01% 1233

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
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sutton Wealth Advisors's WSM Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Williams-Sonoma (WSM) in Q1 2023, closing a stake of 8 shares — an estimated $460 sold.

Sutton Wealth Advisors first reported a position in WSM in Q2 2021 and held it in 6 quarters. The position peaked at $1.59K in Q1 2022. 608 funds tracked by Wall St. Rank hold WSM as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Williams-Sonoma position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 8 Williams-Sonoma shares in Q1 2023, an estimated $460.
  • Sutton Wealth Advisors first reported a position in Williams-Sonoma in Q2 2021 and held it in 6 quarters.
  • Sutton Wealth Advisors's Williams-Sonoma position peaked at $1.59K in Q1 2022.
  • 608 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.