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Independent Financial Group’s Williams-Sonoma WSM Stock Holding History

Independent Financial Group’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
-2,208
Closed -$312K – 1208
2024
Q2 		$312K Buy
2,208
+736
+50% +$110K 0.01% 814
2024
Q1 		$234K Sell
1,472
-1,148
-44% -$133K 0.01% 897
2023
Q4 		$264K Buy
+2,620
New +$227K 0.01% 776
2021
Q2 		– Sell
-2,442
Closed -$219K – 741
2021
Q1 		$219K Buy
+2,442
New +$165K 0.03% 563

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 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 $962M AUM 35.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Independent Financial Group's WSM Position: Q3 2024 in Review

Independent Financial Group sold out of Williams-Sonoma (WSM) in Q3 2024, closing a stake of 2,208 shares — an estimated $312K sold.

Independent Financial Group first reported a position in WSM in Q1 2021 and held it in 4 quarters. The position peaked at $312K in Q2 2024. 829 funds tracked by Wall St. Rank hold WSM as of Q3 2024.

  • Independent Financial Group reported no remaining Williams-Sonoma position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 2,208 Williams-Sonoma shares in Q3 2024, an estimated $312K.
  • Independent Financial Group first reported a position in Williams-Sonoma in Q1 2021 and held it in 4 quarters.
  • Independent Financial Group's Williams-Sonoma position peaked at $312K in Q2 2024.
  • 829 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.