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Advisors Preferred’s Williams-Sonoma WSM Stock Holding History

Advisors Preferred’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
Q1 		– Sell
-80
Closed -$8.13K – 285
2023
Q4 		$8.13K Sell
80
-26
-25% -$2.25K ﹤0.01% 217
2023
Q3 		$8.17K Sell
106
-98
-48% -$6.75K ﹤0.01% 184
2023
Q2 		$13K Sell
204
-34
-14% -$2.03K ﹤0.01% 148
2023
Q1 		$14.5K Buy
+238
New +$14.9K ﹤0.01% 158
2017
Q3 		– Sell
-2,542
Closed -$62K – 297
2017
Q2 		$62K Buy
+2,542
New +$64.9K 0.03% 135

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisors Preferred's WSM Position: Q1 2024 in Review

Advisors Preferred sold out of Williams-Sonoma (WSM) in Q1 2024, closing a stake of 80 shares — an estimated $8.13K sold.

Advisors Preferred first reported a position in WSM in Q2 2017 and held it in 5 quarters. The position peaked at $62K in Q2 2017. 809 funds tracked by Wall St. Rank hold WSM as of Q1 2024.

  • Advisors Preferred reported no remaining Williams-Sonoma position as of Q1 2024 after selling out during the quarter.
  • Advisors Preferred sold 80 Williams-Sonoma shares in Q1 2024, an estimated $8.13K.
  • Advisors Preferred first reported a position in Williams-Sonoma in Q2 2017 and held it in 5 quarters.
  • Advisors Preferred's Williams-Sonoma position peaked at $62K in Q2 2017.
  • 809 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2024.

Based on Advisors Preferred's 13F filing for Q1 2024, filed 8 May 2024.