Vantis Investment Advisers’s Williams-Sonoma WSM Stock Holding History

Vantis Investment Advisers’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 Q4	$2.17M	Buy	+25,600	New	+$2.38M	2.24%	17

Other funds holding WSM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vantis Investment Advisers's WSM Position: Q4 2021 in Review

Vantis Investment Advisers opened a new position in Williams-Sonoma (WSM) in Q4 2021: 25,600 shares worth $2.17M. The stake represents 2.24% of the portfolio and ranks #17 among its holdings.

652 funds tracked by Wall St. Rank hold WSM as of Q4 2021.

Vantis Investment Advisers held 25,600 shares of Williams-Sonoma worth $2.17M as of Q4 2021.
Williams-Sonoma was a new Vantis Investment Advisers position in Q4 2021.
Williams-Sonoma made up 2.24% of Vantis Investment Advisers's portfolio in Q4 2021, its #17 holding.
652 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2021.

Based on Vantis Investment Advisers's 13F filing for Q4 2021, filed 9 Feb 2022.