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Triatomic Management’s Williams-Sonoma WSM Stock Holding History

Triatomic 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
-16,000
Closed -$973K – 75
2023
Q1 		$973K Hold
16,000
– – 0.65% 24
2022
Q4 		$919K Hold
16,000
– – 0.77% 20
2022
Q3 		$943K Hold
16,000
– – 0.54% 27
2022
Q2 		$888K Buy
+16,000
New +$1.03M 0.82% 25

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

Triatomic Management's WSM Position: Q2 2023 in Review

Triatomic Management sold out of Williams-Sonoma (WSM) in Q2 2023, closing a stake of 16,000 shares — an estimated $973K sold.

Triatomic Management first reported a position in WSM in Q2 2022 and held it in 4 quarters. The position peaked at $973K in Q1 2023. 587 funds tracked by Wall St. Rank hold WSM as of Q2 2023.

  • Triatomic Management reported no remaining Williams-Sonoma position as of Q2 2023 after selling out during the quarter.
  • Triatomic Management sold 16,000 Williams-Sonoma shares in Q2 2023, an estimated $973K.
  • Triatomic Management first reported a position in Williams-Sonoma in Q2 2022 and held it in 4 quarters.
  • Triatomic Management's Williams-Sonoma position peaked at $973K in Q1 2023.
  • 587 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2023.

Based on Triatomic Management's 13F filing for Q2 2023, filed 14 Aug 2023.