Wipfli Financial Advisors’s Williams-Sonoma WSM Stock Holding History

Wipfli Financial Advisors’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 Q3	$124K	Buy	+2,108	New	+$150K	0.01%	633

Other funds holding WSM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Wipfli Financial Advisors's WSM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Williams-Sonoma (WSM) in Q3 2022: 2,108 shares worth $124K. The stake represents 0.01% of the portfolio and ranks #633 among its holdings.

616 funds tracked by Wall St. Rank hold WSM as of Q3 2022.

Wipfli Financial Advisors held 2,108 shares of Williams-Sonoma worth $124K as of Q3 2022.
Williams-Sonoma was a new Wipfli Financial Advisors position in Q3 2022.
Williams-Sonoma made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #633 holding.
616 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.