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TD Ameritrade Investment Management’s Williams-Sonoma WSM Stock Holding History

TD Ameritrade Investment 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
2023
Q2 		– Sell
-18
Closed -$1K – 611
2023
Q1 		$1K Hold
18
– – ﹤0.01% 579
2022
Q4 		$1K Sell
18
-60
-77% -$3.6K ﹤0.01% 581
2022
Q3 		$5K Sell
78
-54
-41% -$3.83K ﹤0.01% 431
2022
Q2 		$7K Hold
132
– – ﹤0.01% 450
2022
Q1 		$10K Buy
132
+6
+5% +$454 ﹤0.01% 504
2021
Q4 		$11K Sell
126
-1,290
-91% -$120K ﹤0.01% 482
2021
Q3 		$64K Buy
1,416
+1,308
+1,211% +$111K ﹤0.01% 303
2021
Q2 		$9K Sell
108
-1,218
-92% -$104K ﹤0.01% 483
2021
Q1 		$68K Hold
1,326
– – ﹤0.01% 304
2020
Q4 		$68K Sell
1,326
-90
-6% -$4.61K ﹤0.01% 304
2020
Q3 		$64K Sell
1,416
-6
-0.4% -$267 ﹤0.01% 303
2020
Q2 		$58K Sell
1,422
-12,498
-90% -$425K ﹤0.01% 294
2020
Q1 		$296K Sell
13,920
-90
-0.6% -$2.86K ﹤0.01% 182
2019
Q4 		$514K Buy
14,010
+908
+7% +$31.5K ﹤0.01% 168
2019
Q3 		$445K Buy
13,102
+1,894
+17% +$62.7K ﹤0.01% 166
2019
Q2 		$364K Buy
11,208
+1,368
+14% +$39.2K ﹤0.01% 164
2019
Q1 		$277K Buy
9,840
+3,288
+50% +$90.7K ﹤0.01% 169
2018
Q4 		$165K Buy
6,552
+3,250
+98% +$92.9K ﹤0.01% 166
2018
Q3 		$109K Buy
+3,302
New +$105K ﹤0.01% 170

Other funds holding WSM

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

TD Ameritrade Investment Management's WSM Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of Williams-Sonoma (WSM) in Q2 2023, closing a stake of 18 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in WSM in Q3 2018 and held it in 19 quarters. The position peaked at $514K in Q4 2019. 586 funds tracked by Wall St. Rank hold WSM as of Q2 2023.

  • TD Ameritrade Investment Management reported no remaining Williams-Sonoma position as of Q2 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 18 Williams-Sonoma shares in Q2 2023, an estimated $1K.
  • TD Ameritrade Investment Management first reported a position in Williams-Sonoma in Q3 2018 and held it in 19 quarters.
  • TD Ameritrade Investment Management's Williams-Sonoma position peaked at $514K in Q4 2019.
  • 586 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.