WJWM
PINS icon

Williams Jones Wealth Management’s Pinterest PINS Stock Holding History

Williams Jones Wealth Management’s Portfolio PINS Stock Details PINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,448
Closed -$371K – 529
2024
Q3 		$371K Buy
11,448
+3,126
+38% +$106K ﹤0.01% 398
2024
Q2 		$367K Buy
+8,322
New +$328K ﹤0.01% 385
2024
Q1 		– Sell
-7,042
Closed -$261K – 565
2023
Q4 		$261K Buy
+7,042
New +$221K ﹤0.01% 439
2021
Q4 		– Sell
-5,742
Closed -$293K – 518
2021
Q3 		$293K Sell
5,742
-2,500
-30% -$154K ﹤0.01% 402
2021
Q2 		$651K Buy
8,242
+1,789
+28% +$125K 0.01% 288
2021
Q1 		$478K Sell
6,453
-547
-8% -$40.7K 0.01% 316
2020
Q4 		$461K Buy
+7,000
New +$420K 0.01% 298

Other funds holding PINS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return