Gradient Investments’s Williams-Sonoma WSM Stock Holding History

Gradient Investments’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	–	Sell	-14	Closed	-$1.98K	–	1313
2024 Q2	$1.98K	Buy	+14	New	+$2.09K	﹤0.01%	990
2024 Q1	–	Sell	-38	Closed	-$3.83K	–	1859
2023 Q4	$3.83K	Buy	38 +12	+46%	+$1.04K	﹤0.01%	1059
2023 Q3	$2.02K	Hold	26	–	–	﹤0.01%	1176
2023 Q2	$1.63K	Buy	26 +24	+1,200%	+$1.43K	﹤0.01%	1205
2023 Q1	$122	Hold	2	–	–	﹤0.01%	1429
2022 Q4	$115	Hold	2	–	–	﹤0.01%	1428
2022 Q3	$0	Buy	+2	New	+$142	﹤0.01%	1558
2021 Q3	–	Sell	-8	Closed	-$1K	–	1267
2021 Q2	$1K	Buy	+8	New	+$681	﹤0.01%	1119
2021 Q1	–	Sell	-76	Closed	-$3K	–	1303
2020 Q4	$3K	Hold	76	–	–	﹤0.01%	920
2020 Q3	$3K	Hold	76	–	–	﹤0.01%	925
2020 Q2	$3K	Sell	76 -682	-90%	-$23.2K	﹤0.01%	856
2020 Q1	$16K	Hold	758	–	–	﹤0.01%	564
2019 Q4	$28K	Buy	+758	New	+$26.3K	﹤0.01%	515
2016 Q3	–	Sell	-200	Closed	-$5K	–	785
2016 Q2	$5K	Hold	200	–	–	﹤0.01%	524
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	542
2015 Q4	$6K	Buy	+200	New	+$6.85K	﹤0.01%	473

Other funds holding WSM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Aristotle Capital Management

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

Fidelity Investments

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

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

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