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

Weatherstone 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
2019
Q1 		– Sell
-13,828
Closed -$454K – 176
2018
Q4 		$454K Buy
+13,828
New +$395K 0.11% 106

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
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
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Weatherstone Capital Management's WSM Position: Q1 2019 in Review

Weatherstone Capital Management sold out of Williams-Sonoma (WSM) in Q1 2019, closing a stake of 13,828 shares — an estimated $454K sold.

Weatherstone Capital Management first reported a position in WSM in Q4 2018 and held it in 1 quarter. The position peaked at $454K in Q4 2018. 439 funds tracked by Wall St. Rank hold WSM as of Q1 2019.

  • Weatherstone Capital Management reported no remaining Williams-Sonoma position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 13,828 Williams-Sonoma shares in Q1 2019, an estimated $454K.
  • Weatherstone Capital Management first reported a position in Williams-Sonoma in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's Williams-Sonoma position peaked at $454K in Q4 2018.
  • 439 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.