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Vantage Consulting Group’s Williams-Sonoma WSM Stock Holding History

Vantage Consulting Group’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
2021
Q1 		– Sell
-150
Closed -$8K – 1591
2020
Q4 		$8K Buy
+150
New +$7.68K ﹤0.01% 1341

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Vantage Consulting Group's WSM Position: Q1 2021 in Review

Vantage Consulting Group sold out of Williams-Sonoma (WSM) in Q1 2021, closing a stake of 150 shares — an estimated $8K sold.

Vantage Consulting Group first reported a position in WSM in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 557 funds tracked by Wall St. Rank hold WSM as of Q1 2021.

  • Vantage Consulting Group reported no remaining Williams-Sonoma position as of Q1 2021 after selling out during the quarter.
  • Vantage Consulting Group sold 150 Williams-Sonoma shares in Q1 2021, an estimated $8K.
  • Vantage Consulting Group first reported a position in Williams-Sonoma in Q4 2020 and held it in 1 quarter.
  • Vantage Consulting Group's Williams-Sonoma position peaked at $8K in Q4 2020.
  • 557 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.