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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Janiczek Wealth Management's WSM Position: Q2 2024 in Review

Janiczek Wealth Management increased its Williams-Sonoma (WSM) stake by 20% in Q2 2024, buying an estimated $27.7K and bringing the position to 1,136 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #219.

Janiczek Wealth Management first reported a position in WSM in Q3 2020 and has held it in 16 quarters since. 822 funds tracked by Wall St. Rank hold WSM as of Q2 2024.

  • Janiczek Wealth Management held 1,136 shares of Williams-Sonoma worth $160K as of Q2 2024.
  • Janiczek Wealth Management bought 186 Williams-Sonoma shares in Q2 2024, an estimated $27.7K.
  • Williams-Sonoma made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #219 holding.
  • Janiczek Wealth Management first reported a position in Williams-Sonoma in Q3 2020 and has held it in 16 quarters since.
  • 822 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.