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Wealth Advisors of Tampa Bay’s Williams-Sonoma WSM Stock Holding History

Wealth Advisors of Tampa Bay’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
2018
Q2 		– Sell
-159,520
Closed -$4.21M – 73
2018
Q1 		$4.21M Sell
159,520
-70
-0% -$1.85K 3.04% 8
2017
Q4 		$4.31M Buy
+159,590
New +$4.07M 2.95% 11

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Advisors of Tampa Bay's WSM Position: Q2 2018 in Review

Wealth Advisors of Tampa Bay sold out of Williams-Sonoma (WSM) in Q2 2018, closing a stake of 159,520 shares — an estimated $4.21M sold.

Wealth Advisors of Tampa Bay first reported a position in WSM in Q4 2017 and held it in 2 quarters. The position peaked at $4.31M in Q4 2017. 421 funds tracked by Wall St. Rank hold WSM as of Q2 2018.

  • Wealth Advisors of Tampa Bay reported no remaining Williams-Sonoma position as of Q2 2018 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 159,520 Williams-Sonoma shares in Q2 2018, an estimated $4.21M.
  • Wealth Advisors of Tampa Bay first reported a position in Williams-Sonoma in Q4 2017 and held it in 2 quarters.
  • Wealth Advisors of Tampa Bay's Williams-Sonoma position peaked at $4.31M in Q4 2017.
  • 421 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2018.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2018, filed 19 Jul 2018.