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B. Riley Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

B. Riley Wealth 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
Q3 		– Sell
-1,490
Closed -$210K – 1443
2024
Q2 		$210K Sell
1,490
-1,128
-43% -$168K 0.01% 1214
2024
Q1 		$203K Buy
+2,618
New +$304K 0.01% 1270
2023
Q4 		– Sell
-2,618
Closed -$203K – 1514
2023
Q3 		$203K Buy
+2,618
New +$180K 0.01% 1270
2022
Q4 		– Sell
-6,688
Closed -$396K – 1597
2022
Q3 		$396K Buy
6,688
+1,254
+23% +$89K 0.01% 869
2022
Q2 		$303K Buy
5,434
+68
+1% +$4.4K 0.01% 878
2022
Q1 		$390K Buy
5,366
+88
+2% +$6.66K 0.01% 895
2021
Q4 		$447K Buy
5,278
+162
+3% +$15.1K 0.01% 880
2021
Q3 		$455K Sell
5,116
-214
-4% -$18.1K 0.01% 823
2021
Q2 		$426K Buy
5,330
+60
+1% +$5.11K 0.01% 848
2021
Q1 		$473K Buy
+5,270
New +$356K 0.02% 762
2015
Q1 		– Sell
-484
Closed -$18K – 1993
2014
Q4 		$18K Buy
+484
New +$16.8K ﹤0.01% 2605
2014
Q3 		– Sell
-484
Closed -$17.4K – 1900
2014
Q2 		$17.4K Buy
+484
New +$15.9K ﹤0.01% 1529

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

B. Riley Wealth Advisors's WSM Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Williams-Sonoma (WSM) in Q3 2024, closing a stake of 1,490 shares — an estimated $210K sold.

B. Riley Wealth Advisors first reported a position in WSM in Q2 2014 and held it in 12 quarters. The position peaked at $473K in Q1 2021. 829 funds tracked by Wall St. Rank hold WSM as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Williams-Sonoma position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,490 Williams-Sonoma shares in Q3 2024, an estimated $210K.
  • B. Riley Wealth Advisors first reported a position in Williams-Sonoma in Q2 2014 and held it in 12 quarters.
  • B. Riley Wealth Advisors's Williams-Sonoma position peaked at $473K in Q1 2021.
  • 829 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.