Winch Advisory Services’s Williams-Sonoma WSM Stock Holding History

Winch Advisory Services’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
2023 Q4	–	Sell	-70	Closed	-$5K	–	462
2023 Q3	$5K	Hold	70	–	–	﹤0.01%	308
2023 Q2	$4K	Sell	70 -2	-3%	-$119	﹤0.01%	321
2023 Q1	$4K	Buy	72 +2	+3%	+$125	﹤0.01%	319
2022 Q4	$4K	Hold	70	–	–	﹤0.01%	302
2022 Q3	$4K	Hold	70	–	–	﹤0.01%	290
2022 Q2	$4K	Hold	70	–	–	﹤0.01%	308
2022 Q1	$5K	Hold	70	–	–	﹤0.01%	320
2021 Q4	$6K	Hold	70	–	–	﹤0.01%	318
2021 Q3	$6K	Hold	70	–	–	﹤0.01%	319
2021 Q2	$6K	Hold	70	–	–	﹤0.01%	325
2021 Q1	$6K	Hold	70	–	–	﹤0.01%	298
2020 Q4	$4K	Hold	70	–	–	﹤0.01%	328
2020 Q3	$3K	Hold	70	–	–	﹤0.01%	316
2020 Q2	$3K	Hold	70	–	–	﹤0.01%	312
2020 Q1	$1K	Buy	+70	New	+$2.23K	﹤0.01%	327

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winch Advisory Services's WSM Position: Q4 2023 in Review

Winch Advisory Services sold out of Williams-Sonoma (WSM) in Q4 2023, closing a stake of 70 shares — an estimated $5K sold.

Winch Advisory Services first reported a position in WSM in Q1 2020 and held it in 15 quarters. The position peaked at $6K in Q4 2021. 679 funds tracked by Wall St. Rank hold WSM as of Q4 2023.

Winch Advisory Services reported no remaining Williams-Sonoma position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 70 Williams-Sonoma shares in Q4 2023, an estimated $5K.
Winch Advisory Services first reported a position in Williams-Sonoma in Q1 2020 and held it in 15 quarters.
Winch Advisory Services's Williams-Sonoma position peaked at $6K in Q4 2021.
679 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.