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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T 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

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return