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Lake Street Advisors Group’s Williams-Sonoma WSM Stock Holding History

Lake Street Advisors Group’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 		$256K Sell
1,382
-116
-8% -$18.4K 0.01% 500
2024
Q3 		$232K Sell
1,498
-6
-0.4% -$861 0.01% 529
2024
Q2 		$212K Hold
1,504
– – 0.01% 526
2024
Q1 		$239K Buy
+1,504
New +$175K 0.01% 514

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 $47.8B 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 $3.37T AUM 44.26% 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

Lake Street Advisors Group's WSM Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Williams-Sonoma (WSM) stake by 7.7% in Q4 2024, selling an estimated $18.4K and leaving 1,382 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #500.

Lake Street Advisors Group first reported a position in WSM in Q1 2024 and has held it in 4 quarters since. 896 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

  • Lake Street Advisors Group held 1,382 shares of Williams-Sonoma worth $256K as of Q4 2024.
  • Lake Street Advisors Group sold 116 Williams-Sonoma shares in Q4 2024, an estimated $18.4K.
  • Williams-Sonoma made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #500 holding.
  • Lake Street Advisors Group first reported a position in Williams-Sonoma in Q1 2024 and has held it in 4 quarters since.
  • 896 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.