First Personal Financial Services’s Williams-Sonoma WSM Stock Holding History

First Personal Financial Services’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	$18.3K	Buy	+118	New	+$16.9K	﹤0.01%	264
2019 Q3	–	Sell	-810	Closed	-$26K	–	759
2019 Q2	$26K	Hold	810	–	–	0.01%	375
2019 Q1	$23K	Hold	810	–	–	0.01%	383
2018 Q4	$20K	Hold	810	–	–	0.01%	374
2018 Q3	$27K	Hold	810	–	–	0.01%	371
2018 Q2	$25K	Hold	810	–	–	0.01%	369
2018 Q1	$21K	Buy	+810	New	+$21.4K	﹤0.01%	624
2016 Q4	–	Sell	-554	Closed	-$14K	–	946
2016 Q3	$14K	Buy	554 +30	+6%	+$785	﹤0.01%	505
2016 Q2	$14K	Buy	+524	New	+$14.4K	﹤0.01%	488

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First Personal Financial Services's WSM Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Williams-Sonoma (WSM) in Q3 2024: 118 shares worth $18.3K. The stake represents ﹤0.01% of the portfolio and ranks #264 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in WSM as recently as Q2 2019.

First Personal Financial Services first reported a position in WSM in Q2 2016 and has held it in 9 quarters since. The position peaked at $27K in Q3 2018. 827 funds tracked by Wall St. Rank hold WSM as of Q3 2024.

First Personal Financial Services held 118 shares of Williams-Sonoma worth $18.3K as of Q3 2024.
Williams-Sonoma was a new First Personal Financial Services position in Q3 2024.
Williams-Sonoma made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #264 holding.
First Personal Financial Services first reported a position in Williams-Sonoma in Q2 2016 and has held it in 9 quarters since.
First Personal Financial Services's Williams-Sonoma position peaked at $27K in Q3 2018.
827 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.