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Tompkins Financial’s Williams-Sonoma WSM Stock Holding History

Tompkins Financial’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
Q1 		– Sell
-18
Closed -$1K – 545
2020
Q4 		$1K Buy
+18
New +$922 ﹤0.01% 513
2014
Q2 		– Sell
-1,294
Closed -$43K – 544
2014
Q1 		$43K Sell
1,294
-1,122
-46% -$32.7K 0.01% 298
2013
Q4 		$70K Hold
2,416
– – 0.02% 221
2013
Q3 		$68K Buy
2,416
+546
+29% +$15.8K 0.02% 207
2013
Q2 		$52K Buy
+1,870
New +$50.4K 0.02% 239

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Tompkins Financial's WSM Position: Q1 2021 in Review

Tompkins Financial sold out of Williams-Sonoma (WSM) in Q1 2021, closing a stake of 18 shares — an estimated $1K sold.

Tompkins Financial first reported a position in WSM in Q2 2013 and held it in 5 quarters. The position peaked at $70K in Q4 2013. 557 funds tracked by Wall St. Rank hold WSM as of Q1 2021.

  • Tompkins Financial reported no remaining Williams-Sonoma position as of Q1 2021 after selling out during the quarter.
  • Tompkins Financial sold 18 Williams-Sonoma shares in Q1 2021, an estimated $1K.
  • Tompkins Financial first reported a position in Williams-Sonoma in Q2 2013 and held it in 5 quarters.
  • Tompkins Financial's Williams-Sonoma position peaked at $70K in Q4 2013.
  • 557 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.