Janiczek Wealth Management’s Williams-Sonoma WSM Stock Holding History

Janiczek Wealth Management’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 Q2	$160K	Buy	1,136 +186	+20%	+$27.7K	0.03%	219
2024 Q1	$151K	Sell	950 -10	-1%	-$1.16K	0.03%	224
2023 Q4	$96.9K	Buy	960 +36	+4%	+$3.12K	0.02%	271
2023 Q3	$71.8K	Sell	924 -32	-3%	-$2.2K	0.02%	310
2023 Q2	$59.8K	Sell	956 -172	-15%	-$10.3K	0.02%	296
2023 Q1	$66.8K	Sell	1,128 -34	-3%	-$2.12K	0.02%	268
2022 Q4	$74.7K	Sell	1,162 -170	-13%	-$10.2K	0.02%	259
2022 Q3	$80K	Buy	1,332 +192	+17%	+$13.6K	0.03%	233
2022 Q2	$82K	Buy	1,140 +366	+47%	+$23.7K	0.02%	229
2022 Q1	$56K	Sell	774 -48	-6%	-$3.63K	0.02%	288
2021 Q4	$70K	Buy	822 +24	+3%	+$2.24K	0.02%	250
2021 Q3	$71K	Buy	798 +82	+11%	+$6.94K	0.03%	227
2021 Q2	$57K	Sell	716 -2	-0.3%	-$170	0.02%	231
2021 Q1	$64K	Buy	718 +24	+3%	+$1.62K	0.03%	194
2020 Q4	$35K	Buy	694 +594	+594%	+$30.4K	0.02%	259
2020 Q3	$5K	Buy	+100	New	+$4.44K	﹤0.01%	355

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return