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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
2023
Q1 		– Sell
-75,000
Closed -$4.31M – 501
2022
Q4 		$4.31M Hold
75,000
– – 0.21% 115
2022
Q3 		$4.42M Buy
+75,000
New +$5.32M 0.21% 129
2020
Q3 		– Sell
-222,200
Closed -$9.11M – 395
2020
Q2 		$9.11M Hold
222,200
– – 0.56% 57
2020
Q1 		$4.72M Buy
222,200
+82,200
+59% +$2.61M 0.57% 48
2019
Q4 		$5.14M Hold
140,000
– – 0.37% 77
2019
Q3 		$4.76M Sell
140,000
-310,000
-69% -$10.3M 0.36% 93
2019
Q2 		$14.6M Buy
+450,000
New +$12.9M 1.01% 26
2018
Q4 		– Sell
-20,000
Closed -$657K – 323
2018
Q3 		$657K Buy
+20,000
New +$634K 0.05% 211

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.