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Horizon Investment Services’s Williams-Sonoma WSM Stock Holding History

Horizon Investment 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
Q4 		– Sell
-1,434
Closed -$222K – 139
2024
Q3 		$222K Hold
1,434
– – 0.09% 114
2024
Q2 		$202K Hold
1,434
– – 0.1% 109
2024
Q1 		$228K Buy
+1,434
New +$166K 0.11% 105
2022
Q1 		– Sell
-9,170
Closed -$775K – 140
2021
Q4 		$775K Sell
9,170
-190
-2% -$17.7K 0.35% 69
2021
Q3 		$830K Sell
9,360
-35,704
-79% -$3.02M 0.41% 62
2021
Q2 		$3.6M Sell
45,064
-2,310
-5% -$197K 1.77% 17
2021
Q1 		$4.25M Sell
47,374
-2,988
-6% -$202K 2.28% 11
2020
Q4 		$2.56M Sell
50,362
-4
-0% -$205 1.56% 18
2020
Q3 		$2.28M Buy
+50,366
New +$2.24M 1.51% 22

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Horizon Investment Services's WSM Position: Q4 2024 in Review

Horizon Investment Services sold out of Williams-Sonoma (WSM) in Q4 2024, closing a stake of 1,434 shares — an estimated $222K sold.

Horizon Investment Services first reported a position in WSM in Q3 2020 and held it in 9 quarters. The position peaked at $4.25M in Q1 2021. 895 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

  • Horizon Investment Services reported no remaining Williams-Sonoma position as of Q4 2024 after selling out during the quarter.
  • Horizon Investment Services sold 1,434 Williams-Sonoma shares in Q4 2024, an estimated $222K.
  • Horizon Investment Services first reported a position in Williams-Sonoma in Q3 2020 and held it in 9 quarters.
  • Horizon Investment Services's Williams-Sonoma position peaked at $4.25M in Q1 2021.
  • 895 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on Horizon Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.