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Western Financial Corp’s Williams-Sonoma WSM Stock Holding History

Western Financial Corp’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
2022
Q2 		– Sell
-11,428
Closed -$829K – 108
2022
Q1 		$829K Buy
11,428
+1,940
+20% +$147K 0.48% 46
2021
Q4 		$802K Buy
9,488
+876
+10% +$81.6K 0.42% 48
2021
Q3 		$764K Buy
8,612
+30
+0.3% +$2.54K 0.45% 43
2021
Q2 		$685K Sell
8,582
-780
-8% -$66.4K 0.37% 44
2021
Q1 		$839K Buy
9,362
+512
+6% +$34.6K 0.51% 34
2020
Q4 		$450K Buy
+8,850
New +$453K 0.3% 51

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Financial Corp's WSM Position: Q2 2022 in Review

Western Financial Corp sold out of Williams-Sonoma (WSM) in Q2 2022, closing a stake of 11,428 shares — an estimated $829K sold.

Western Financial Corp first reported a position in WSM in Q4 2020 and held it in 6 quarters. The position peaked at $839K in Q1 2021. 611 funds tracked by Wall St. Rank hold WSM as of Q2 2022.

  • Western Financial Corp reported no remaining Williams-Sonoma position as of Q2 2022 after selling out during the quarter.
  • Western Financial Corp sold 11,428 Williams-Sonoma shares in Q2 2022, an estimated $829K.
  • Western Financial Corp first reported a position in Williams-Sonoma in Q4 2020 and held it in 6 quarters.
  • Western Financial Corp's Williams-Sonoma position peaked at $839K in Q1 2021.
  • 611 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2022.

Based on Western Financial Corp's 13F filing for Q2 2022, filed 22 Jul 2022.