JGC
WSM icon

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 – 717
2024
Q3 		$404K Buy
+2,611
New +$375K 0.02% 366
2023
Q2 		– Sell
-3,676
Closed -$224K – 585
2023
Q1 		$224K Buy
+3,676
New +$230K 0.01% 311
2022
Q1 		– Sell
-78,220
Closed -$6.62M – 504
2021
Q4 		$6.62M Buy
78,220
+5,860
+8% +$546K 0.61% 79
2021
Q3 		$6.42M Buy
72,360
+3,276
+5% +$277K 0.57% 87
2021
Q2 		$5.51M Buy
+69,084
New +$5.88M 0.35% 118
2021
Q1 		– Sell
-161,122
Closed -$8.2M – 585
2020
Q4 		$8.2M Sell
161,122
-15,580
-9% -$798K 0.64% 67
2020
Q3 		$7.99M Buy
176,702
+97,076
+122% +$4.31M 0.75% 54
2020
Q2 		$3.27M Sell
79,626
-49,420
-38% -$1.68M 0.31% 124
2020
Q1 		$2.74M Buy
129,046
+112,432
+677% +$3.57M 0.49% 76
2019
Q4 		$610K Sell
16,614
-132,562
-89% -$4.6M 0.06% 210
2019
Q3 		$5.07M Sell
149,176
-244,128
-62% -$8.08M 0.66% 87
2019
Q2 		$12.8M Buy
393,304
+108,532
+38% +$3.11M 1.45% 34
2019
Q1 		$8.01M Buy
+284,772
New +$7.86M 0.73% 62
2018
Q4 		– Sell
-307,794
Closed -$10.1M – 349
2018
Q3 		$10.1M Sell
307,794
-10,496
-3% -$333K 1.17% 39
2018
Q2 		$9.77M Buy
+318,290
New +$8.52M 0.87% 57

Other funds holding WSM

BlackRock
BlackRock New York $5.7T 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