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Tyler-Stone Wealth Management’s Williams-Sonoma WSM Stock Holding History

Tyler-Stone 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
2022
Q2 		– Sell
-20
Closed -$1K – 916
2022
Q1 		$1K Hold
20
– – ﹤0.01% 819
2021
Q4 		$2K Buy
+20
New +$1.86K ﹤0.01% 824

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tyler-Stone Wealth Management's WSM Position: Q2 2022 in Review

Tyler-Stone Wealth Management sold out of Williams-Sonoma (WSM) in Q2 2022, closing a stake of 20 shares — an estimated $1K sold.

Tyler-Stone Wealth Management first reported a position in WSM in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 611 funds tracked by Wall St. Rank hold WSM as of Q2 2022.

  • Tyler-Stone Wealth Management reported no remaining Williams-Sonoma position as of Q2 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 20 Williams-Sonoma shares in Q2 2022, an estimated $1K.
  • Tyler-Stone Wealth Management first reported a position in Williams-Sonoma in Q4 2021 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's Williams-Sonoma position peaked at $2K in Q4 2021.
  • 611 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.