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Wright Investors Service’s Williams-Sonoma WSM Stock Holding History

Wright Investors Service’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
Q1 		– Sell
-7,044
Closed -$405K – 158
2022
Q4 		$405K Hold
7,044
– – 0.12% 129
2022
Q3 		$415K Buy
+7,044
New +$500K 0.13% 122
2014
Q1 		– Sell
-7,310
Closed -$213K – 229
2013
Q4 		$213K Buy
+7,310
New +$204K 0.09% 208

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wright Investors Service's WSM Position: Q1 2023 in Review

Wright Investors Service sold out of Williams-Sonoma (WSM) in Q1 2023, closing a stake of 7,044 shares — an estimated $405K sold.

Wright Investors Service first reported a position in WSM in Q4 2013 and held it in 3 quarters. The position peaked at $415K in Q3 2022. 606 funds tracked by Wall St. Rank hold WSM as of Q1 2023.

  • Wright Investors Service reported no remaining Williams-Sonoma position as of Q1 2023 after selling out during the quarter.
  • Wright Investors Service sold 7,044 Williams-Sonoma shares in Q1 2023, an estimated $405K.
  • Wright Investors Service first reported a position in Williams-Sonoma in Q4 2013 and held it in 3 quarters.
  • Wright Investors Service's Williams-Sonoma position peaked at $415K in Q3 2022.
  • 606 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2023.

Based on Wright Investors Service's 13F filing for Q1 2023, filed 26 Apr 2023.