CFD
WSM icon

Creative Financial Designs’s Williams-Sonoma WSM Stock Holding History

Creative Financial Designs’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
2025
Q2 		– Sell
-1
Closed -$158 – 2177
2025
Q1 		$158 Buy
+1
New +$193 ﹤0.01% 2001
2020
Q1 		– Sell
-158
Closed -$6K – 607
2019
Q4 		$6K Hold
158
– – ﹤0.01% 456
2019
Q3 		$5K Buy
158
+2
+1% +$66 ﹤0.01% 482
2019
Q2 		$5K Buy
156
+2
+1% +$57 ﹤0.01% 470
2019
Q1 		$4K Hold
154
– – ﹤0.01% 471
2018
Q4 		$4K Buy
154
+2
+1% +$57 ﹤0.01% 464
2018
Q3 		$5K Hold
152
– – ﹤0.01% 543
2018
Q2 		$5K Buy
152
+2
+1% +$54 ﹤0.01% 561
2018
Q1 		$4K Buy
+150
New +$3.97K ﹤0.01% 537

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return