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Azimuth Capital Investment Management’s Williams-Sonoma WSM Stock Holding History

Azimuth Capital Investment Management’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
Q2 		– Sell
-1,300
Closed -$206K – 316
2024
Q1 		$206K Buy
+1,300
New +$151K 0.01% 300

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Azimuth Capital Investment Management's WSM Position: Q2 2024 in Review

Azimuth Capital Investment Management sold out of Williams-Sonoma (WSM) in Q2 2024, closing a stake of 1,300 shares — an estimated $206K sold.

Azimuth Capital Investment Management first reported a position in WSM in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 822 funds tracked by Wall St. Rank hold WSM as of Q2 2024.

  • Azimuth Capital Investment Management reported no remaining Williams-Sonoma position as of Q2 2024 after selling out during the quarter.
  • Azimuth Capital Investment Management sold 1,300 Williams-Sonoma shares in Q2 2024, an estimated $206K.
  • Azimuth Capital Investment Management first reported a position in Williams-Sonoma in Q1 2024 and held it in 1 quarter.
  • Azimuth Capital Investment Management's Williams-Sonoma position peaked at $206K in Q1 2024.
  • 822 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2024.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.