FinTrust Capital Advisors’s Williams-Sonoma WSM Stock Holding History

FinTrust Capital 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	$48.6K	Hold	314	–	–	0.01%	578
2024 Q2	$44.3K	Sell	314 -30	-9%	-$4.47K	0.01%	568
2024 Q1	$54.6K	Sell	344 -698	-67%	-$81K	0.01%	490
2023 Q4	$105K	Buy	1,042 +90	+9%	+$7.79K	0.02%	358
2023 Q3	$74K	Buy	+952	New	+$65.6K	0.02%	399
2019 Q2	–	Sell	-2	Closed	–	–	1279
2019 Q1	$0	Hold	2	–	–	﹤0.01%	1359
2018 Q4	$0	Buy	+2	New	+$57	﹤0.01%	1316

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

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

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

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FinTrust Capital Advisors's WSM Position: Q3 2024 in Review

FinTrust Capital Advisors held its Williams-Sonoma (WSM) position steady in Q3 2024 at 314 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #578.

FinTrust Capital Advisors first reported a position in WSM in Q4 2018 and has held it in 7 quarters since. The position peaked at $105K in Q4 2023. 829 funds tracked by Wall St. Rank hold WSM as of Q3 2024.

FinTrust Capital Advisors held 314 shares of Williams-Sonoma worth $48.6K as of Q3 2024.
FinTrust Capital Advisors left its Williams-Sonoma share count unchanged in Q3 2024.
Williams-Sonoma made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #578 holding.
FinTrust Capital Advisors first reported a position in Williams-Sonoma in Q4 2018 and has held it in 7 quarters since.
FinTrust Capital Advisors's Williams-Sonoma position peaked at $105K in Q4 2023.
829 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.