Financial Gravity Asset Management’s Williams-Sonoma WSM Stock Holding History

Financial Gravity 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 Q1	–	Hold	0	–	–	–	975
2021 Q3	–	Hold	0	–	–	–	212
2021 Q2	–	Hold	0	–	–	–	231
2019 Q2	–	Sell	-6	Closed	-$172	–	1701
2019 Q1	$0	Buy	+6	New	+$166	﹤0.01%	1566
2018 Q3	$1K	Sell	38 -164	-81%	-$5.2K	﹤0.01%	1275
2018 Q2	$6K	Buy	202 +160	+381%	+$4.28K	0.01%	714
2018 Q1	$1K	Buy	+42	New	+$1.11K	﹤0.01%	1288

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's WSM Position: Q1 2024 in Review

Financial Gravity Asset Management held its Williams-Sonoma (WSM) position steady in Q1 2024 at 0 shares worth $91. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Financial Gravity Asset Management first reported a position in WSM in Q1 2018 and has held it in 4 quarters since. The position peaked at $6K in Q2 2018. 809 funds tracked by Wall St. Rank hold WSM as of Q1 2024.

Financial Gravity Asset Management held 0 shares of Williams-Sonoma worth $91 as of Q1 2024.
Financial Gravity Asset Management left its Williams-Sonoma share count unchanged in Q1 2024.
Williams-Sonoma made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #975 holding.
Financial Gravity Asset Management first reported a position in Williams-Sonoma in Q1 2018 and has held it in 4 quarters since.
Financial Gravity Asset Management's Williams-Sonoma position peaked at $6K in Q2 2018.
809 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.