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Bison Wealth’s Williams-Sonoma WSM Stock Holding History

Bison Wealth’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 		$227K Buy
+1,228
New +$195K 0.05% 278
2024
Q3 		– Sell
-1,368
Closed -$217K – 491
2024
Q2 		$217K Hold
1,368
– – 0.04% 384
2024
Q1 		$217K Sell
1,368
-932
-41% -$108K 0.04% 384
2023
Q4 		$232K Buy
+2,300
New +$199K 0.04% 355

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

Bison Wealth's WSM Position: Q4 2024 in Review

Bison Wealth opened a new position in Williams-Sonoma (WSM) in Q4 2024: 1,228 shares worth $227K. The stake represents 0.05% of the portfolio and ranks #278 among its holdings. This is a return to the name: Bison Wealth previously reported a position in WSM as recently as Q2 2024.

Bison Wealth first reported a position in WSM in Q4 2023 and has held it in 4 quarters since. The position peaked at $232K in Q4 2023. 896 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

  • Bison Wealth held 1,228 shares of Williams-Sonoma worth $227K as of Q4 2024.
  • Williams-Sonoma was a new Bison Wealth position in Q4 2024.
  • Williams-Sonoma made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #278 holding.
  • Bison Wealth first reported a position in Williams-Sonoma in Q4 2023 and has held it in 4 quarters since.
  • Bison Wealth's Williams-Sonoma position peaked at $232K in Q4 2023.
  • 896 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.