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	–	558
2018 Q4	$1K	Buy	+20	New	+$572	﹤0.01%	430

Other funds holding WSM

BlackRock New York $5.7T 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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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