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Accuvest Global Advisors’s Williams-Sonoma WSM Stock Holding History

Accuvest Global 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
2024
Q2 		– Sell
-3,196
Closed -$507K – 113
2024
Q1 		$507K Hold
3,196
– – 0.22% 74
2023
Q4 		$322K Buy
+3,196
New +$277K 0.34% 63
2021
Q4 		– Sell
-5,600
Closed -$537K – 133
2021
Q3 		$537K Buy
+5,600
New +$474K 0.25% 60

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Accuvest Global Advisors's WSM Position: Q2 2024 in Review

Accuvest Global Advisors sold out of Williams-Sonoma (WSM) in Q2 2024, closing a stake of 3,196 shares — an estimated $507K sold.

Accuvest Global Advisors first reported a position in WSM in Q3 2021 and held it in 3 quarters. The position peaked at $537K in Q3 2021. 821 funds tracked by Wall St. Rank hold WSM as of Q2 2024.

  • Accuvest Global Advisors reported no remaining Williams-Sonoma position as of Q2 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 3,196 Williams-Sonoma shares in Q2 2024, an estimated $507K.
  • Accuvest Global Advisors first reported a position in Williams-Sonoma in Q3 2021 and held it in 3 quarters.
  • Accuvest Global Advisors's Williams-Sonoma position peaked at $537K in Q3 2021.
  • 821 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2024.

Based on Accuvest Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.