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Jaffetilchin Investment Partners’s Williams-Sonoma WSM Stock Holding History

Jaffetilchin Investment Partners’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
-160
Closed -$24.8K – 1313
2024
Q3 		$24.8K Buy
+160
New +$23K ﹤0.01% 717
2019
Q4 		– Sell
-12,416
Closed -$422K – 254
2019
Q3 		$422K Sell
12,416
-606
-5% -$20.1K 0.1% 133
2019
Q2 		$423K Buy
+13,022
New +$374K 0.1% 148
2018
Q4 		– Sell
-15,908
Closed -$523K – 362
2018
Q3 		$523K Buy
15,908
+412
+3% +$13.1K 0.11% 152
2018
Q2 		$476K Buy
15,496
+184
+1% +$4.92K 0.11% 171
2018
Q1 		$404K Buy
+15,312
New +$405K 0.09% 208
2015
Q2 		– Sell
-24,222
Closed -$965K – 249
2015
Q1 		$965K Buy
+24,222
New +$961K 0.29% 53
2014
Q4 		– Sell
-9,390
Closed -$313K – 253
2014
Q3 		$313K Sell
9,390
-27,144
-74% -$940K 0.11% 160
2014
Q2 		$1.31M Buy
+36,534
New +$1.2M 0.47% 29

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 $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

Jaffetilchin Investment Partners's WSM Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Williams-Sonoma (WSM) in Q4 2024, closing a stake of 160 shares — an estimated $24.8K sold.

Jaffetilchin Investment Partners first reported a position in WSM in Q2 2014 and held it in 9 quarters. The position peaked at $1.31M in Q2 2014. 896 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Williams-Sonoma position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 160 Williams-Sonoma shares in Q4 2024, an estimated $24.8K.
  • Jaffetilchin Investment Partners first reported a position in Williams-Sonoma in Q2 2014 and held it in 9 quarters.
  • Jaffetilchin Investment Partners's Williams-Sonoma position peaked at $1.31M in Q2 2014.
  • 896 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.