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Buckingham Strategic Wealth’s Williams-Sonoma WSM Stock Holding History

Buckingham Strategic 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
Q2 		$212K Buy
1,504
+10
+0.7% +$1.49K ﹤0.01% 697
2024
Q1 		$237K Sell
1,494
-612
-29% -$71K ﹤0.01% 662
2023
Q4 		$212K Buy
+2,106
New +$182K ﹤0.01% 667

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Buckingham Strategic Wealth's WSM Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Williams-Sonoma (WSM) stake by 0.67% in Q2 2024, buying an estimated $1.49K and bringing the position to 1,504 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Buckingham Strategic Wealth first reported a position in WSM in Q4 2023 and has held it in 3 quarters since. The position peaked at $237K in Q1 2024. 821 funds tracked by Wall St. Rank hold WSM as of Q2 2024.

  • Buckingham Strategic Wealth held 1,504 shares of Williams-Sonoma worth $212K as of Q2 2024.
  • Buckingham Strategic Wealth bought 10 Williams-Sonoma shares in Q2 2024, an estimated $1.49K.
  • Williams-Sonoma made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #697 holding.
  • Buckingham Strategic Wealth first reported a position in Williams-Sonoma in Q4 2023 and has held it in 3 quarters since.
  • Buckingham Strategic Wealth's Williams-Sonoma position peaked at $237K in Q1 2024.
  • 821 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.