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Wealthfront’s Williams-Sonoma WSM Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-524
Closed -$20K – 1080
2015
Q3 		$20K Buy
524
+54
+11% +$2.2K ﹤0.01% 758
2015
Q2 		$19K Buy
470
+168
+56% +$6.57K ﹤0.01% 658
2015
Q1 		$12K Buy
302
+300
+15,000% +$11.9K ﹤0.01% 609
2014
Q4 		$0 Buy
+2
New +$69 ﹤0.01% 1017

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Wealthfront's WSM Position: Q4 2015 in Review

Wealthfront sold out of Williams-Sonoma (WSM) in Q4 2015, closing a stake of 524 shares — an estimated $20K sold.

Wealthfront first reported a position in WSM in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q3 2015. 355 funds tracked by Wall St. Rank hold WSM as of Q4 2015.

  • Wealthfront reported no remaining Williams-Sonoma position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 524 Williams-Sonoma shares in Q4 2015, an estimated $20K.
  • Wealthfront first reported a position in Williams-Sonoma in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Williams-Sonoma position peaked at $20K in Q3 2015.
  • 355 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.