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Wealthspire Advisors (Maryland)’s Williams-Sonoma WSM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-336
Closed -$9K – 2059
2019
Q1 		$9K Buy
336
+28
+9% +$772 ﹤0.01% 1594
2018
Q4 		$8K Buy
308
+12
+4% +$343 ﹤0.01% 1576
2018
Q3 		$10K Buy
296
+2
+0.7% +$63 ﹤0.01% 1530
2018
Q2 		$9K Buy
294
+96
+48% +$2.57K ﹤0.01% 1595
2018
Q1 		$5K Buy
198
+40
+25% +$1.06K ﹤0.01% 1844
2017
Q4 		$4K Sell
158
-144
-48% -$3.67K ﹤0.01% 1932
2017
Q3 		$8K Sell
302
-2,356
-89% -$54.8K ﹤0.01% 1661
2017
Q2 		$64K Buy
2,658
+510
+24% +$13K 0.01% 857
2017
Q1 		$58K Sell
2,148
-16
-0.7% -$390 0.01% 766
2016
Q4 		$52K Sell
2,164
-32
-1% -$816 0.01% 758
2016
Q3 		$56K Hold
2,196
– – 0.01% 745
2016
Q2 		$57K Buy
2,196
+770
+54% +$21.1K 0.01% 707
2016
Q1 		$39K Sell
1,426
-146
-9% -$3.96K 0.01% 769
2015
Q4 		$46K Buy
+1,572
New +$53.8K 0.01% 743

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WSM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Williams-Sonoma (WSM) in Q2 2019, closing a stake of 336 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in WSM in Q4 2015 and held it in 14 quarters. The position peaked at $64K in Q2 2017. 407 funds tracked by Wall St. Rank hold WSM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Williams-Sonoma position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 336 Williams-Sonoma shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Williams-Sonoma in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Williams-Sonoma position peaked at $64K in Q2 2017.
  • 407 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.