YorkBridge Wealth Partners’s Williams-Sonoma WSM Stock Holding History

YorkBridge Wealth Partners’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 Q4	$264K	Sell	4,588 -196	-4%	-$11.8K	0.07%	215
2022 Q3	$282K	Buy	4,784 +172	+4%	+$12.2K	0.07%	210
2022 Q2	$256K	Buy	4,612 +384	+9%	+$24.8K	0.07%	229
2022 Q1	$307K	Sell	4,228 -104	-2%	-$7.87K	0.07%	231
2021 Q4	$366K	Buy	4,332 +146	+3%	+$13.6K	0.08%	211
2021 Q3	$371K	Buy	4,186 +502	+14%	+$42.5K	0.09%	180
2021 Q2	$294K	Sell	3,684 -2,482	-40%	-$211K	0.08%	210
2021 Q1	$552K	Sell	6,166 -1,648	-21%	-$111K	0.16%	112
2020 Q4	$398K	Buy	7,814 +234	+3%	+$12K	0.13%	126
2020 Q3	$343K	Buy	+7,580	New	+$337K	0.14%	126

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

HMP

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

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

YorkBridge Wealth Partners's WSM Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Williams-Sonoma (WSM) stake by 4.1% in Q4 2022, selling an estimated $11.8K and leaving 4,588 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #215.

YorkBridge Wealth Partners first reported a position in WSM in Q3 2020 and has held it in 10 quarters since. The position peaked at $552K in Q1 2021. 614 funds tracked by Wall St. Rank hold WSM as of Q4 2022.

YorkBridge Wealth Partners held 4,588 shares of Williams-Sonoma worth $264K as of Q4 2022.
YorkBridge Wealth Partners sold 196 Williams-Sonoma shares in Q4 2022, an estimated $11.8K.
Williams-Sonoma made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #215 holding.
YorkBridge Wealth Partners first reported a position in Williams-Sonoma in Q3 2020 and has held it in 10 quarters since.
YorkBridge Wealth Partners's Williams-Sonoma position peaked at $552K in Q1 2021.
614 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.