TCWP’s Williams-Sonoma WSM Stock Holding History

TCWP’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 Q2	–	Sell	-1,018	Closed	-$73K	–	1769
2022 Q1	$73K	Buy	+1,018	New	+$77.1K	0.01%	410

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCWP's WSM Position: Q2 2022 in Review

TCWP sold out of Williams-Sonoma (WSM) in Q2 2022, closing a stake of 1,018 shares — an estimated $73K sold.

TCWP first reported a position in WSM in Q1 2022 and held it in 1 quarter. The position peaked at $73K in Q1 2022. 611 funds tracked by Wall St. Rank hold WSM as of Q2 2022.

TCWP reported no remaining Williams-Sonoma position as of Q2 2022 after selling out during the quarter.
TCWP sold 1,018 Williams-Sonoma shares in Q2 2022, an estimated $73K.
TCWP first reported a position in Williams-Sonoma in Q1 2022 and held it in 1 quarter.
TCWP's Williams-Sonoma position peaked at $73K in Q1 2022.
611 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.