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Lee Financial’s Williams-Sonoma WSM Stock Holding History

Lee Financial’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
Q1 		– Sell
-52
Closed -$5.25K – 822
2023
Q4 		$5.25K Buy
52
+24
+86% +$2.08K ﹤0.01% 533
2023
Q3 		$2.18K Hold
28
– – ﹤0.01% 663
2023
Q2 		$1.75K Hold
28
– – ﹤0.01% 681
2023
Q1 		$1.7K Sell
28
-70
-71% -$4.37K ﹤0.01% 702
2022
Q4 		$5.63K Sell
98
-44
-31% -$2.64K ﹤0.01% 538
2022
Q3 		$8K Buy
142
+54
+61% +$3.83K ﹤0.01% 483
2022
Q2 		$5K Buy
88
+28
+47% +$1.81K ﹤0.01% 573
2022
Q1 		$4K Sell
60
-30
-33% -$2.27K ﹤0.01% 550
2021
Q4 		$7K Buy
90
+28
+45% +$2.61K ﹤0.01% 563
2021
Q3 		$5K Hold
62
– – ﹤0.01% 502
2021
Q2 		$5K Buy
+62
New +$5.28K ﹤0.01% 473
2019
Q1 		– Sell
-20
Closed -$1K – 557
2018
Q4 		$1K Buy
+20
New +$572 ﹤0.01% 430

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Lee Financial's WSM Position: Q1 2024 in Review

Lee Financial sold out of Williams-Sonoma (WSM) in Q1 2024, closing a stake of 52 shares — an estimated $5.25K sold.

Lee Financial first reported a position in WSM in Q4 2018 and held it in 12 quarters. The position peaked at $8K in Q3 2022. 809 funds tracked by Wall St. Rank hold WSM as of Q1 2024.

  • Lee Financial reported no remaining Williams-Sonoma position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 52 Williams-Sonoma shares in Q1 2024, an estimated $5.25K.
  • Lee Financial first reported a position in Williams-Sonoma in Q4 2018 and held it in 12 quarters.
  • Lee Financial's Williams-Sonoma position peaked at $8K in Q3 2022.
  • 809 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.