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Three Peaks Capital Management’s Williams-Sonoma WSM Stock Holding History

Three Peaks Capital 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
2021
Q2 		– Sell
-20,386
Closed -$1.83M – 128
2021
Q1 		$1.83M Buy
+20,386
New +$1.38M 0.58% 86

Other funds holding WSM

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Three Peaks Capital Management's WSM Position: Q2 2021 in Review

Three Peaks Capital Management sold out of Williams-Sonoma (WSM) in Q2 2021, closing a stake of 20,386 shares — an estimated $1.83M sold.

Three Peaks Capital Management first reported a position in WSM in Q1 2021 and held it in 1 quarter. The position peaked at $1.83M in Q1 2021. 574 funds tracked by Wall St. Rank hold WSM as of Q2 2021.

  • Three Peaks Capital Management reported no remaining Williams-Sonoma position as of Q2 2021 after selling out during the quarter.
  • Three Peaks Capital Management sold 20,386 Williams-Sonoma shares in Q2 2021, an estimated $1.83M.
  • Three Peaks Capital Management first reported a position in Williams-Sonoma in Q1 2021 and held it in 1 quarter.
  • Three Peaks Capital Management's Williams-Sonoma position peaked at $1.83M in Q1 2021.
  • 574 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2021.

Based on Three Peaks Capital Management's 13F filing for Q2 2021, filed 14 Jul 2021.