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Alpha Financial Partners’s Williams-Sonoma WSM Stock Holding History

Alpha Financial 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
2024
Q4 		– Sell
-1,396
Closed -$216K – 164
2024
Q3 		$216K Buy
+1,396
New +$200K 0.15% 104

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Fidelity Investments
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State Street
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LGP
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Alpha Financial Partners's WSM Position: Q4 2024 in Review

Alpha Financial Partners sold out of Williams-Sonoma (WSM) in Q4 2024, closing a stake of 1,396 shares — an estimated $216K sold.

Alpha Financial Partners first reported a position in WSM in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 895 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

  • Alpha Financial Partners reported no remaining Williams-Sonoma position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 1,396 Williams-Sonoma shares in Q4 2024, an estimated $216K.
  • Alpha Financial Partners first reported a position in Williams-Sonoma in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's Williams-Sonoma position peaked at $216K in Q3 2024.
  • 895 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.