AdvisorShares Investments’s Williams-Sonoma WSM Stock Holding History

AdvisorShares Investments’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
2025 Q1	–	Sell	-2,690	Closed	-$498K	–	322
2024 Q4	$498K	Buy	+2,690	New	+$427K	0.1%	111
2023 Q4	–	Sell	-6,312	Closed	-$490K	–	321
2023 Q3	$490K	Sell	6,312 -144	-2%	-$9.92K	0.13%	56
2023 Q2	$404K	Buy	+6,456	New	+$385K	0.12%	123
2023 Q1	–	Sell	-6,104	Closed	-$351K	–	353
2022 Q4	$351K	Sell	6,104 -212	-3%	-$12.7K	0.1%	185
2022 Q3	$372K	Buy	+6,316	New	+$448K	0.1%	195

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AdvisorShares Investments's WSM Position: Q1 2025 in Review

AdvisorShares Investments sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 2,690 shares — an estimated $498K sold.

AdvisorShares Investments first reported a position in WSM in Q3 2022 and held it in 5 quarters. The position peaked at $498K in Q4 2024. 901 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

AdvisorShares Investments reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
AdvisorShares Investments sold 2,690 Williams-Sonoma shares in Q1 2025, an estimated $498K.
AdvisorShares Investments first reported a position in Williams-Sonoma in Q3 2022 and held it in 5 quarters.
AdvisorShares Investments's Williams-Sonoma position peaked at $498K in Q4 2024.
901 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on AdvisorShares Investments's 13F filing for Q1 2025, filed 13 May 2025.