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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

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Aristotle Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
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State Street
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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