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Vahanian & Associates Financial Planning’s Williams-Sonoma WSM Stock Holding History

Vahanian & Associates Financial Planning’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
Q1 		– Sell
-2,940
Closed -$249K – 143
2021
Q4 		$249K Buy
+2,940
New +$274K 0.2% 134

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Vahanian & Associates Financial Planning's WSM Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Williams-Sonoma (WSM) in Q1 2022, closing a stake of 2,940 shares — an estimated $249K sold.

Vahanian & Associates Financial Planning first reported a position in WSM in Q4 2021 and held it in 1 quarter. The position peaked at $249K in Q4 2021. 622 funds tracked by Wall St. Rank hold WSM as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Williams-Sonoma position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 2,940 Williams-Sonoma shares in Q1 2022, an estimated $249K.
  • Vahanian & Associates Financial Planning first reported a position in Williams-Sonoma in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Williams-Sonoma position peaked at $249K in Q4 2021.
  • 622 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.