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Baystate Wealth Management’s Williams-Sonoma WSM Stock Holding History

Baystate Wealth 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
2023
Q4 		$252 Buy
+2
New +$173 ﹤0.01% 1249

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baystate Wealth Management's WSM Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Williams-Sonoma (WSM) in Q4 2023: 2 shares worth $252. The stake represents ﹤0.01% of the portfolio and ranks #1249 among its holdings.

677 funds tracked by Wall St. Rank hold WSM as of Q4 2023.

  • Baystate Wealth Management held 2 shares of Williams-Sonoma worth $252 as of Q4 2023.
  • Williams-Sonoma was a new Baystate Wealth Management position in Q4 2023.
  • Williams-Sonoma made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1249 holding.
  • 677 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.