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CWA Asset Management Group’s Williams-Sonoma WSM Stock Holding History

CWA Asset Management Group’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
Q3 		– Sell
-21,812
Closed -$3.56M – 724
2025
Q2 		$3.56M Sell
21,812
-146
-0.7% -$22.9K 0.15% 136
2025
Q1 		$3.47M Buy
21,958
+1,677
+8% +$324K 0.17% 128
2024
Q4 		$3.76M Buy
20,281
+4,651
+30% +$738K 0.19% 106
2024
Q3 		$2.42M Buy
+15,630
New +$2.24M 0.13% 140
2024
Q1 		$1.77M Buy
+11,166
New +$1.3M 0.11% 152

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Aristotle Capital Management
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BC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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