Crewe Advisors’s Williams-Sonoma WSM Stock Holding History

Crewe 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 Q3	–	Sell	-206	Closed	-$29.1K	–	1003
2024 Q2	$29.1K	Buy	+206	New	+$30.7K	﹤0.01%	479
2023 Q4	–	Sell	-6	Closed	-$467	–	707
2023 Q3	$467	Buy	6 +2	+50%	+$138	﹤0.01%	390
2023 Q2	$251	Buy	+4	New	+$238	﹤0.01%	686
2022 Q4	–	Sell	-294	Closed	-$17K	–	1306
2022 Q3	$17K	Buy	294 +250	+568%	+$17.7K	﹤0.01%	516
2022 Q2	$2K	Buy	+44	New	+$2.85K	﹤0.01%	1023

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 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

Crewe Advisors's WSM Position: Q3 2024 in Review

Crewe Advisors sold out of Williams-Sonoma (WSM) in Q3 2024, closing a stake of 206 shares — an estimated $29.1K sold.

Crewe Advisors first reported a position in WSM in Q2 2022 and held it in 5 quarters. The position peaked at $29.1K in Q2 2024. 827 funds tracked by Wall St. Rank hold WSM as of Q3 2024.

Crewe Advisors reported no remaining Williams-Sonoma position as of Q3 2024 after selling out during the quarter.
Crewe Advisors sold 206 Williams-Sonoma shares in Q3 2024, an estimated $29.1K.
Crewe Advisors first reported a position in Williams-Sonoma in Q2 2022 and held it in 5 quarters.
Crewe Advisors's Williams-Sonoma position peaked at $29.1K in Q2 2024.
827 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.