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Cetera Advisors’s Williams-Sonoma WSM Stock Holding History

Cetera Advisors’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 		$1.06M Buy
6,696
+3,000
+81% +$348K 0.01% 1129
2023
Q4 		$373K Buy
3,696
+764
+26% +$66.1K 0.01% 1293
2023
Q3 		$228K Buy
+2,932
New +$202K ﹤0.01% 1474
2021
Q2 		– Sell
-50,062
Closed -$4.49M – 1363
2021
Q1 		$4.49M Buy
+50,062
New +$3.38M 0.12% 170

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Advisors's WSM Position: Q1 2024 in Review

Cetera Advisors increased its Williams-Sonoma (WSM) stake by 81% in Q1 2024, buying an estimated $348K and bringing the position to 6,696 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1129.

Cetera Advisors first reported a position in WSM in Q1 2021 and has held it in 4 quarters since. The position peaked at $4.49M in Q1 2021. 809 funds tracked by Wall St. Rank hold WSM as of Q1 2024.

  • Cetera Advisors held 6,696 shares of Williams-Sonoma worth $1.06M as of Q1 2024.
  • Cetera Advisors bought 3,000 Williams-Sonoma shares in Q1 2024, an estimated $348K.
  • Williams-Sonoma made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1129 holding.
  • Cetera Advisors first reported a position in Williams-Sonoma in Q1 2021 and has held it in 4 quarters since.
  • Cetera Advisors's Williams-Sonoma position peaked at $4.49M in Q1 2021.
  • 809 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.