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Atria Wealth Solutions’s Williams-Sonoma WSM Stock Holding History

Atria Wealth Solutions’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
Q2 		$226K Hold
1,318
– – 0.01% 1310
2025
Q1 		$208K Sell
1,318
-1,353
-51% -$261K ﹤0.01% 1694
2024
Q4 		$495K Buy
2,671
+1,228
+85% +$195K 0.01% 1286
2024
Q3 		$224K Sell
1,443
-349
-19% -$50.1K ﹤0.01% 1711
2024
Q2 		$253K Sell
1,792
-382
-18% -$56.9K ﹤0.01% 1613
2024
Q1 		$345K Buy
+2,174
New +$252K ﹤0.01% 1468
2023
Q4 		– Sell
-2,878
Closed -$224K – 2030
2023
Q3 		$224K Sell
2,878
-4,990
-63% -$344K ﹤0.01% 1623
2023
Q2 		$492K Sell
7,868
-1,580
-17% -$94.2K 0.01% 1167
2023
Q1 		$575K Sell
9,448
-498
-5% -$31.1K 0.01% 1051
2022
Q4 		$572K Sell
9,946
-6,236
-39% -$374K 0.01% 1004
2022
Q3 		$954K Buy
16,182
+1,300
+9% +$92.3K 0.02% 727
2022
Q2 		$826K Buy
14,882
+52
+0.4% +$3.36K 0.02% 774
2022
Q1 		$1.07M Buy
+14,830
New +$1.12M 0.02% 701

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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return