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Woodson Capital Management’s Williams-Sonoma WSM Stock Holding History

Woodson Capital Management’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
Q3 		– Sell
-160,000
Closed -$10M – 46
2023
Q2 		$10M Buy
+160,000
New +$9.54M 1.51% 28

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
BC
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
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Woodson Capital Management's WSM Position: Q3 2023 in Review

Woodson Capital Management sold out of Williams-Sonoma (WSM) in Q3 2023, closing a stake of 160,000 shares — an estimated $10M sold.

Woodson Capital Management first reported a position in WSM in Q2 2023 and held it in 1 quarter. The position peaked at $10M in Q2 2023. 595 funds tracked by Wall St. Rank hold WSM as of Q3 2023.

  • Woodson Capital Management reported no remaining Williams-Sonoma position as of Q3 2023 after selling out during the quarter.
  • Woodson Capital Management sold 160,000 Williams-Sonoma shares in Q3 2023, an estimated $10M.
  • Woodson Capital Management first reported a position in Williams-Sonoma in Q2 2023 and held it in 1 quarter.
  • Woodson Capital Management's Williams-Sonoma position peaked at $10M in Q2 2023.
  • 595 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2023.

Based on Woodson Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.