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Financial Counselors Inc’s Williams-Sonoma WSM Stock Holding History

Financial Counselors Inc’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
-1,294
Closed -$200K – 607
2024
Q3 		$200K Buy
+1,294
New +$186K ﹤0.01% 574
2018
Q3 		– Sell
-8,850
Closed -$272K – 520
2018
Q2 		$272K Buy
+8,850
New +$237K 0.01% 418

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Financial Counselors Inc's WSM Position: Q4 2024 in Review

Financial Counselors Inc sold out of Williams-Sonoma (WSM) in Q4 2024, closing a stake of 1,294 shares — an estimated $200K sold.

Financial Counselors Inc first reported a position in WSM in Q2 2018 and held it in 2 quarters. The position peaked at $272K in Q2 2018. 895 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

  • Financial Counselors Inc reported no remaining Williams-Sonoma position as of Q4 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 1,294 Williams-Sonoma shares in Q4 2024, an estimated $200K.
  • Financial Counselors Inc first reported a position in Williams-Sonoma in Q2 2018 and held it in 2 quarters.
  • Financial Counselors Inc's Williams-Sonoma position peaked at $272K in Q2 2018.
  • 895 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on Financial Counselors Inc's 13F filing for Q4 2024, filed 12 Feb 2025.