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Vigilant Capital Management’s Williams-Sonoma WSM Stock Holding History

Vigilant Capital 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
2023
Q2 		$1K Hold
22
– – ﹤0.01% 450
2023
Q1 		$1K Hold
22
– – ﹤0.01% 436
2022
Q4 		$1K Hold
22
– – ﹤0.01% 495
2022
Q3 		$1K Hold
22
– – ﹤0.01% 564
2022
Q2 		$1K Hold
22
– – ﹤0.01% 572
2022
Q1 		$2K Sell
22
-112
-84% -$8.48K ﹤0.01% 560
2021
Q4 		$11K Hold
134
– – ﹤0.01% 472
2021
Q3 		$12K Buy
134
+112
+509% +$9.48K ﹤0.01% 467
2021
Q2 		$2K Hold
22
– – ﹤0.01% 432
2021
Q1 		$2K Hold
22
– – ﹤0.01% 356
2020
Q4 		$1K Buy
+22
New +$1.13K ﹤0.01% 329

Other funds holding WSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vigilant Capital Management's WSM Position: Q2 2023 in Review

Vigilant Capital Management held its Williams-Sonoma (WSM) position steady in Q2 2023 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Vigilant Capital Management first reported a position in WSM in Q4 2020 and has held it in 11 quarters since. The position peaked at $12K in Q3 2021. 586 funds tracked by Wall St. Rank hold WSM as of Q2 2023.

  • Vigilant Capital Management held 22 shares of Williams-Sonoma worth $1K as of Q2 2023.
  • Vigilant Capital Management left its Williams-Sonoma share count unchanged in Q2 2023.
  • Williams-Sonoma made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #450 holding.
  • Vigilant Capital Management first reported a position in Williams-Sonoma in Q4 2020 and has held it in 11 quarters since.
  • Vigilant Capital Management's Williams-Sonoma position peaked at $12K in Q3 2021.
  • 586 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.