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Crestone Asset Management’s Williams-Sonoma WSM Stock Holding History

Crestone Asset 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
Q2 		– Sell
-1,596
Closed -$253K – 99
2024
Q1 		$253K Buy
+1,596
New +$185K 0.05% 83

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

Crestone Asset Management's WSM Position: Q2 2024 in Review

Crestone Asset Management sold out of Williams-Sonoma (WSM) in Q2 2024, closing a stake of 1,596 shares — an estimated $253K sold.

Crestone Asset Management first reported a position in WSM in Q1 2024 and held it in 1 quarter. The position peaked at $253K in Q1 2024. 821 funds tracked by Wall St. Rank hold WSM as of Q2 2024.

  • Crestone Asset Management reported no remaining Williams-Sonoma position as of Q2 2024 after selling out during the quarter.
  • Crestone Asset Management sold 1,596 Williams-Sonoma shares in Q2 2024, an estimated $253K.
  • Crestone Asset Management first reported a position in Williams-Sonoma in Q1 2024 and held it in 1 quarter.
  • Crestone Asset Management's Williams-Sonoma position peaked at $253K in Q1 2024.
  • 821 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.