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

BKM 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
2024
Q1 		– Sell
-114
Closed -$11.5K – 567
2023
Q4 		$11.5K Buy
+114
New +$9.87K ﹤0.01% 445

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
Fidelity Investments
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

BKM Wealth Management's WSM Position: Q1 2024 in Review

BKM Wealth Management sold out of Williams-Sonoma (WSM) in Q1 2024, closing a stake of 114 shares — an estimated $11.5K sold.

BKM Wealth Management first reported a position in WSM in Q4 2023 and held it in 1 quarter. The position peaked at $11.5K in Q4 2023. 808 funds tracked by Wall St. Rank hold WSM as of Q1 2024.

  • BKM Wealth Management reported no remaining Williams-Sonoma position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 114 Williams-Sonoma shares in Q1 2024, an estimated $11.5K.
  • BKM Wealth Management first reported a position in Williams-Sonoma in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Williams-Sonoma position peaked at $11.5K in Q4 2023.
  • 808 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.