Valley Wealth Managers’s Williams-Sonoma WSM Stock Holding History

Valley Wealth Managers’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 Q3	–	Sell	-20	Closed	-$1K	–	502
2022 Q2	$1K	Buy	+20	New	+$1.29K	﹤0.01%	429
2017 Q2	–	Sell	-3,950	Closed	-$106K	–	182
2017 Q1	$106K	Sell	3,950 -3,000	-43%	-$73.1K	0.01%	127
2016 Q4	$168K	Sell	6,950 -12,900	-65%	-$329K	0.02%	118
2016 Q3	$507K	Buy	19,850 +4,350	+28%	+$114K	0.07%	102
2016 Q2	$404K	Buy	+15,500	New	+$425K	0.06%	105

Other funds holding WSM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

Valley Wealth Managers's WSM Position: Q3 2022 in Review

Valley Wealth Managers sold out of Williams-Sonoma (WSM) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Valley Wealth Managers first reported a position in WSM in Q2 2016 and held it in 5 quarters. The position peaked at $507K in Q3 2016. 617 funds tracked by Wall St. Rank hold WSM as of Q3 2022.

Valley Wealth Managers reported no remaining Williams-Sonoma position as of Q3 2022 after selling out during the quarter.
Valley Wealth Managers sold 20 Williams-Sonoma shares in Q3 2022, an estimated $1K.
Valley Wealth Managers first reported a position in Williams-Sonoma in Q2 2016 and held it in 5 quarters.
Valley Wealth Managers's Williams-Sonoma position peaked at $507K in Q3 2016.
617 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2022.

Based on Valley Wealth Managers's 13F filing for Q3 2022, filed 9 Nov 2022.