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

Brophy 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
Q3 		$446K Buy
+2,879
New +$413K 0.16% 136

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Brophy Wealth Management's WSM Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Williams-Sonoma (WSM) in Q3 2024: 2,879 shares worth $446K. The stake represents 0.16% of the portfolio and ranks #136 among its holdings.

827 funds tracked by Wall St. Rank hold WSM as of Q3 2024.

  • Brophy Wealth Management held 2,879 shares of Williams-Sonoma worth $446K as of Q3 2024.
  • Williams-Sonoma was a new Brophy Wealth Management position in Q3 2024.
  • Williams-Sonoma made up 0.16% of Brophy Wealth Management's portfolio in Q3 2024, its #136 holding.
  • 827 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.