Claris Advisors’s Williams-Sonoma WSM Stock Holding History

Claris 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 Q4	–	Sell	-6	Closed	-$930	–	1176
2024 Q3	$930	Buy	+6	New	+$861	﹤0.01%	449

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

Claris Advisors's WSM Position: Q4 2024 in Review

Claris Advisors sold out of Williams-Sonoma (WSM) in Q4 2024, closing a stake of 6 shares — an estimated $930 sold.

Claris Advisors first reported a position in WSM in Q3 2024 and held it in 1 quarter. The position peaked at $930 in Q3 2024. 895 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

Claris Advisors reported no remaining Williams-Sonoma position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 6 Williams-Sonoma shares in Q4 2024, an estimated $930.
Claris Advisors first reported a position in Williams-Sonoma in Q3 2024 and held it in 1 quarter.
Claris Advisors's Williams-Sonoma position peaked at $930 in Q3 2024.
895 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.