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Ten Capital Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Ten Capital 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
Q2 		– Sell
-410
Closed -$24.9K – 546
2023
Q1 		$24.9K Hold
410
– – 0.01% 291
2022
Q4 		$23.6K Hold
410
– – 0.01% 249
2022
Q3 		$24K Buy
+410
New +$29.1K 0.01% 226

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

Ten Capital Wealth Advisors's WSM Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Williams-Sonoma (WSM) in Q2 2023, closing a stake of 410 shares — an estimated $24.9K sold.

Ten Capital Wealth Advisors first reported a position in WSM in Q3 2022 and held it in 3 quarters. The position peaked at $24.9K in Q1 2023. 587 funds tracked by Wall St. Rank hold WSM as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Williams-Sonoma position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 410 Williams-Sonoma shares in Q2 2023, an estimated $24.9K.
  • Ten Capital Wealth Advisors first reported a position in Williams-Sonoma in Q3 2022 and held it in 3 quarters.
  • Ten Capital Wealth Advisors's Williams-Sonoma position peaked at $24.9K in Q1 2023.
  • 587 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.