Alliance Wealth Advisors (Utah)’s Williams-Sonoma WSM Stock Holding History

Alliance Wealth Advisors (Utah)’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	-5,143	Closed	-$952K	–	277
2024 Q4	$952K	Sell	5,143 -465	-8%	-$73.8K	0.25%	98
2024 Q3	$869K	Buy	5,608 +132	+2%	+$18.9K	0.23%	106
2024 Q2	$773K	Sell	5,476 -2,024	-27%	-$302K	0.23%	106
2024 Q1	$1.19M	Buy	7,500 +986	+15%	+$114K	0.36%	73
2023 Q4	$657K	Buy	6,514 +312	+5%	+$27K	0.22%	105
2023 Q3	$482K	Sell	6,202 -4,486	-42%	-$309K	0.18%	123
2023 Q2	$669K	Buy	10,688 +574	+6%	+$34.2K	0.25%	97
2023 Q1	$615K	Buy	10,114 +670	+7%	+$41.8K	0.25%	97
2022 Q4	$543K	Buy	+9,444	New	+$567K	0.24%	101

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

Alliance Wealth Advisors (Utah)'s WSM Position: Q1 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 5,143 shares — an estimated $952K sold.

Alliance Wealth Advisors (Utah) first reported a position in WSM in Q4 2022 and held it in 9 quarters. The position peaked at $1.19M in Q1 2024. 901 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

Alliance Wealth Advisors (Utah) reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 5,143 Williams-Sonoma shares in Q1 2025, an estimated $952K.
Alliance Wealth Advisors (Utah) first reported a position in Williams-Sonoma in Q4 2022 and held it in 9 quarters.
Alliance Wealth Advisors (Utah)'s Williams-Sonoma position peaked at $1.19M in Q1 2024.
901 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2025, filed 13 May 2025.