SWA
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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 – 1575
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 – 1350
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return