Cassady Schiller Wealth Management’s Williams-Sonoma WSM Stock Holding History

Cassady Schiller 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 Q4	$31.9K	Buy	172 +6	+4%	+$952	0.01%	244
2024 Q3	$25.7K	Hold	166	–	–	0.01%	251
2024 Q2	$23.4K	Hold	166	–	–	0.01%	256
2024 Q1	$26.4K	Hold	166	–	–	0.01%	262
2023 Q4	$16.7K	Hold	166	–	–	0.01%	293
2023 Q3	$12.9K	Hold	166	–	–	0.01%	314
2023 Q2	$10.4K	Hold	166	–	–	0.01%	336
2023 Q1	$10.1K	Hold	166	–	–	﹤0.01%	322
2022 Q4	$9.54K	Buy	+166	New	+$9.96K	0.01%	322
2022 Q1	–	Sell	-166	Closed	-$14K	–	612
2021 Q4	$14K	Buy	+166	New	+$15.5K	0.01%	297

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cassady Schiller Wealth Management's WSM Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Williams-Sonoma (WSM) stake by 3.6% in Q4 2024, buying an estimated $952 and bringing the position to 172 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #244.

Cassady Schiller Wealth Management first reported a position in WSM in Q4 2021 and has held it in 10 quarters since. 895 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

Cassady Schiller Wealth Management held 172 shares of Williams-Sonoma worth $31.9K as of Q4 2024.
Cassady Schiller Wealth Management bought 6 Williams-Sonoma shares in Q4 2024, an estimated $952.
Williams-Sonoma made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #244 holding.
Cassady Schiller Wealth Management first reported a position in Williams-Sonoma in Q4 2021 and has held it in 10 quarters since.
895 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.