Triangle Securities Wealth Management’s Williams-Sonoma WSM Stock Holding History

Triangle Securities 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
2023 Q2	–	Sell	-8,916	Closed	-$542K	–	187
2023 Q1	$542K	Sell	8,916 -80	-0.9%	-$5K	0.19%	129
2022 Q4	$517K	Sell	8,996 -8,234	-48%	-$494K	0.19%	129
2022 Q3	$1.01M	Buy	17,230 +330	+2%	+$23.4K	0.41%	71
2022 Q2	$938K	Buy	16,900 +850	+5%	+$55K	0.37%	82
2022 Q1	$1.16M	Buy	+16,050	New	+$1.21M	0.39%	79

Other funds holding WSM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Triangle Securities Wealth Management's WSM Position: Q2 2023 in Review

Triangle Securities Wealth Management sold out of Williams-Sonoma (WSM) in Q2 2023, closing a stake of 8,916 shares — an estimated $542K sold.

Triangle Securities Wealth Management first reported a position in WSM in Q1 2022 and held it in 5 quarters. The position peaked at $1.16M in Q1 2022. 586 funds tracked by Wall St. Rank hold WSM as of Q2 2023.

Triangle Securities Wealth Management reported no remaining Williams-Sonoma position as of Q2 2023 after selling out during the quarter.
Triangle Securities Wealth Management sold 8,916 Williams-Sonoma shares in Q2 2023, an estimated $542K.
Triangle Securities Wealth Management first reported a position in Williams-Sonoma in Q1 2022 and held it in 5 quarters.
Triangle Securities Wealth Management's Williams-Sonoma position peaked at $1.16M in Q1 2022.
586 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2023.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.