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Householder Group Estate & Retirement Specialist’s Williams-Sonoma WSM Stock Holding History

Householder Group Estate & Retirement Specialist’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
-166
Closed -$25K – 1241
2024
Q3 		$25K Hold
166
– – 0.01% 640
2024
Q2 		$23K Hold
166
– – 0.01% 659
2024
Q1 		$26.4K Hold
166
– – 0.01% 608
2023
Q4 		$16K Hold
166
– – 0.01% 684
2023
Q3 		$12.9K Buy
+166
New +$11.4K ﹤0.01% 729
2023
Q1 		$10K Buy
+166
New +$10.4K ﹤0.01% 818

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 $3.37T AUM 44.26% 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

Householder Group Estate & Retirement Specialist's WSM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Williams-Sonoma (WSM) in Q4 2024, closing a stake of 166 shares — an estimated $25K sold.

Householder Group Estate & Retirement Specialist first reported a position in WSM in Q1 2023 and held it in 6 quarters. The position peaked at $26.4K in Q1 2024. 896 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Williams-Sonoma position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 166 Williams-Sonoma shares in Q4 2024, an estimated $25K.
  • Householder Group Estate & Retirement Specialist first reported a position in Williams-Sonoma in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Williams-Sonoma position peaked at $26.4K in Q1 2024.
  • 896 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.