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Choate Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Choate Investment 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
Q2 		– Sell
-4,366
Closed -$693K – 411
2024
Q1 		$693K Hold
4,366
– – 0.02% 238
2023
Q4 		$440K Hold
4,366
– – 0.01% 261
2023
Q3 		$339K Buy
+4,366
New +$301K 0.01% 279
2022
Q2 		– Sell
-13,250
Closed -$961K – 383
2022
Q1 		$961K Buy
13,250
+5,070
+62% +$384K 0.05% 145
2021
Q4 		$692K Buy
+8,180
New +$762K 0.04% 154

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

Choate Investment Advisors's WSM Position: Q2 2024 in Review

Choate Investment Advisors sold out of Williams-Sonoma (WSM) in Q2 2024, closing a stake of 4,366 shares — an estimated $693K sold.

Choate Investment Advisors first reported a position in WSM in Q4 2021 and held it in 5 quarters. The position peaked at $961K in Q1 2022. 821 funds tracked by Wall St. Rank hold WSM as of Q2 2024.

  • Choate Investment Advisors reported no remaining Williams-Sonoma position as of Q2 2024 after selling out during the quarter.
  • Choate Investment Advisors sold 4,366 Williams-Sonoma shares in Q2 2024, an estimated $693K.
  • Choate Investment Advisors first reported a position in Williams-Sonoma in Q4 2021 and held it in 5 quarters.
  • Choate Investment Advisors's Williams-Sonoma position peaked at $961K in Q1 2022.
  • 821 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2024.

Based on Choate Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.