FIM
WSM icon

Freedom Investment Management’s Williams-Sonoma WSM Stock Holding History

Freedom Investment 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
Q2 		– Sell
-1,664
Closed -$264K – 877
2024
Q1 		$264K Buy
+1,664
New +$193K 0.02% 653
2022
Q4 		– Sell
-3,488
Closed -$206K – 796
2022
Q3 		$206K Sell
3,488
-910
-21% -$64.6K 0.02% 668
2022
Q2 		$244K Buy
4,398
+2
+0% +$129 0.03% 635
2022
Q1 		$319K Buy
4,396
+1,276
+41% +$96.6K 0.03% 599
2021
Q4 		$264K Sell
3,120
-14
-0.4% -$1.3K 0.02% 715
2021
Q3 		$278K Sell
3,134
-682
-18% -$57.7K 0.02% 653
2021
Q2 		$305K Sell
3,816
-124
-3% -$10.6K 0.02% 679
2021
Q1 		$353K Sell
3,940
-202
-5% -$13.6K 0.03% 630
2020
Q4 		$211K Sell
4,142
-516
-11% -$26.4K 0.02% 562
2020
Q3 		$211K Sell
4,658
-462
-9% -$20.5K 0.02% 496
2020
Q2 		$210K Sell
5,120
-1,818
-26% -$61.8K 0.02% 503
2020
Q1 		$246K Sell
6,938
-76
-1% -$2.42K 0.02% 569
2019
Q4 		$258K Buy
7,014
+162
+2% +$5.63K 0.02% 541
2019
Q3 		$233K Sell
6,852
-2,788
-29% -$92.3K 0.02% 589
2019
Q2 		$313K Buy
9,640
+6
+0.1% +$172 0.03% 512
2019
Q1 		$271K Sell
9,634
-1,160
-11% -$32K 0.02% 544
2018
Q4 		$272K Sell
10,794
-5,576
-34% -$159K 0.02% 608
2018
Q3 		$592K Buy
16,370
+1,840
+13% +$58.3K 0.04% 470
2018
Q2 		$446K Buy
+14,530
New +$389K 0.03% 599
2017
Q3 		– Sell
-9,994
Closed -$242K – 1157
2017
Q2 		$242K Buy
+9,994
New +$255K 0.01% 901

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Freedom Investment Management's WSM Position: Q2 2024 in Review

Freedom Investment Management sold out of Williams-Sonoma (WSM) in Q2 2024, closing a stake of 1,664 shares — an estimated $264K sold.

Freedom Investment Management first reported a position in WSM in Q2 2017 and held it in 20 quarters. The position peaked at $592K in Q3 2018. 821 funds tracked by Wall St. Rank hold WSM as of Q2 2024.

  • Freedom Investment Management reported no remaining Williams-Sonoma position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 1,664 Williams-Sonoma shares in Q2 2024, an estimated $264K.
  • Freedom Investment Management first reported a position in Williams-Sonoma in Q2 2017 and held it in 20 quarters.
  • Freedom Investment Management's Williams-Sonoma position peaked at $592K in Q3 2018.
  • 821 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.