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J. Goldman & Co’s Williams-Sonoma WSM Stock Holding History

J. Goldman & Co’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
-2,611
Closed -$404K – 652
2024
Q3 		$404K Buy
+2,611
New +$375K 0.01% 366
2023
Q2 		– Sell
-3,676
Closed -$224K – 506
2023
Q1 		$224K Buy
+3,676
New +$230K 0.01% 311
2022
Q1 		– Sell
-78,220
Closed -$6.62M – 459
2021
Q4 		$6.62M Buy
78,220
+5,860
+8% +$546K 0.36% 79
2021
Q3 		$6.42M Buy
72,360
+3,276
+5% +$277K 0.32% 87
2021
Q2 		$5.51M Buy
+69,084
New +$5.88M 0.21% 118
2021
Q1 		– Sell
-161,122
Closed -$8.2M – 543
2020
Q4 		$8.2M Sell
161,122
-15,580
-9% -$798K 0.42% 67
2020
Q3 		$7.99M Buy
176,702
+97,076
+122% +$4.31M 0.54% 54
2020
Q2 		$3.27M Sell
79,626
-49,420
-38% -$1.68M 0.2% 124
2020
Q1 		$2.74M Buy
129,046
+112,432
+677% +$3.57M 0.33% 76
2019
Q4 		$610K Sell
16,614
-132,562
-89% -$4.6M 0.04% 210
2019
Q3 		$5.07M Sell
149,176
-244,128
-62% -$8.08M 0.38% 87
2019
Q2 		$12.8M Buy
393,304
+108,532
+38% +$3.11M 0.89% 34
2019
Q1 		$8.01M Buy
+284,772
New +$7.86M 0.45% 62
2018
Q4 		– Sell
-307,794
Closed -$10.1M – 324
2018
Q3 		$10.1M Sell
307,794
-10,496
-3% -$333K 0.71% 39
2018
Q2 		$9.77M Buy
+318,290
New +$8.52M 0.5% 57

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
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

J. Goldman & Co's WSM Position: Q4 2024 in Review

J. Goldman & Co sold out of Williams-Sonoma (WSM) in Q4 2024, closing a stake of 2,611 shares — an estimated $404K sold.

J. Goldman & Co first reported a position in WSM in Q2 2018 and held it in 15 quarters. The position peaked at $12.8M in Q2 2019. 899 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

  • J. Goldman & Co reported no remaining Williams-Sonoma position as of Q4 2024 after selling out during the quarter.
  • J. Goldman & Co sold 2,611 Williams-Sonoma shares in Q4 2024, an estimated $404K.
  • J. Goldman & Co first reported a position in Williams-Sonoma in Q2 2018 and held it in 15 quarters.
  • J. Goldman & Co's Williams-Sonoma position peaked at $12.8M in Q2 2019.
  • 899 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on J. Goldman & Co's 13F filing for Q4 2024, filed 14 Feb 2025.