TWM
WSM icon

TriaGen Wealth Management’s Williams-Sonoma WSM Stock Holding History

TriaGen Wealth 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
Q4 		– Sell
-3,986
Closed -$353K – 207
2021
Q3 		$353K Hold
3,986
– – 0.19% 125
2021
Q2 		$302K Sell
3,986
-12
-0.3% -$1.02K 0.16% 147
2021
Q1 		$358K Buy
+3,998
New +$270K 0.21% 111

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TriaGen Wealth Management's WSM Position: Q4 2021 in Review

TriaGen Wealth Management sold out of Williams-Sonoma (WSM) in Q4 2021, closing a stake of 3,986 shares — an estimated $353K sold.

TriaGen Wealth Management first reported a position in WSM in Q1 2021 and held it in 3 quarters. The position peaked at $358K in Q1 2021. 650 funds tracked by Wall St. Rank hold WSM as of Q4 2021.

  • TriaGen Wealth Management reported no remaining Williams-Sonoma position as of Q4 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 3,986 Williams-Sonoma shares in Q4 2021, an estimated $353K.
  • TriaGen Wealth Management first reported a position in Williams-Sonoma in Q1 2021 and held it in 3 quarters.
  • TriaGen Wealth Management's Williams-Sonoma position peaked at $358K in Q1 2021.
  • 650 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2021.

Based on TriaGen Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.