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YHB Investment Advisors’s Williams-Sonoma WSM Stock Holding History

YHB Investment 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
2018
Q4 		– Sell
-6,820
Closed -$224K – 193
2018
Q3 		$224K Buy
+6,820
New +$216K 0.03% 181

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

YHB Investment Advisors's WSM Position: Q4 2018 in Review

YHB Investment Advisors sold out of Williams-Sonoma (WSM) in Q4 2018, closing a stake of 6,820 shares — an estimated $224K sold.

YHB Investment Advisors first reported a position in WSM in Q3 2018 and held it in 1 quarter. The position peaked at $224K in Q3 2018. 396 funds tracked by Wall St. Rank hold WSM as of Q4 2018.

  • YHB Investment Advisors reported no remaining Williams-Sonoma position as of Q4 2018 after selling out during the quarter.
  • YHB Investment Advisors sold 6,820 Williams-Sonoma shares in Q4 2018, an estimated $224K.
  • YHB Investment Advisors first reported a position in Williams-Sonoma in Q3 2018 and held it in 1 quarter.
  • YHB Investment Advisors's Williams-Sonoma position peaked at $224K in Q3 2018.
  • 396 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2018.

Based on YHB Investment Advisors's 13F filing for Q4 2018, filed 11 Jan 2019.