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AlphaMark Advisors’s Williams-Sonoma WSM Stock Holding History

AlphaMark 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
Q4 		$1K Hold
4
– – ﹤0.01% 607
2024
Q3 		$1K Buy
+4
New +$574 ﹤0.01% 668
2023
Q2 		– Sell
-50
Closed -$3K – 647
2023
Q1 		$3K Hold
50
– – ﹤0.01% 540
2022
Q4 		$3K Hold
50
– – ﹤0.01% 501
2022
Q3 		$3K Hold
50
– – ﹤0.01% 579
2022
Q2 		$3K Buy
+50
New +$3.23K ﹤0.01% 528

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

AlphaMark Advisors's WSM Position: Q4 2024 in Review

AlphaMark Advisors held its Williams-Sonoma (WSM) position steady in Q4 2024 at 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

AlphaMark Advisors first reported a position in WSM in Q2 2022 and has held it in 6 quarters since. The position peaked at $3K in Q1 2023. 896 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

  • AlphaMark Advisors held 4 shares of Williams-Sonoma worth $1K as of Q4 2024.
  • AlphaMark Advisors left its Williams-Sonoma share count unchanged in Q4 2024.
  • Williams-Sonoma made up ﹤0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #607 holding.
  • AlphaMark Advisors first reported a position in Williams-Sonoma in Q2 2022 and has held it in 6 quarters since.
  • AlphaMark Advisors's Williams-Sonoma position peaked at $3K in Q1 2023.
  • 896 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.