Leo Wealth LLC’s Williams-Sonoma WSM Stock Holding History

Leo Wealth LLC’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	–	Sell	-2,166	Closed	-$341K	–	355
2024 Q1	$341K	Sell	2,166 -2	-0.1%	-$232	0.03%	256
2023 Q4	$253K	Buy	+2,168	New	+$188K	0.03%	282

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

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

LGP

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

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

Leo Wealth LLC's WSM Position: Q2 2024 in Review

Leo Wealth LLC sold out of Williams-Sonoma (WSM) in Q2 2024, closing a stake of 2,166 shares — an estimated $341K sold.

Leo Wealth LLC first reported a position in WSM in Q4 2023 and held it in 2 quarters. The position peaked at $341K in Q1 2024. 821 funds tracked by Wall St. Rank hold WSM as of Q2 2024.

Leo Wealth LLC reported no remaining Williams-Sonoma position as of Q2 2024 after selling out during the quarter.
Leo Wealth LLC sold 2,166 Williams-Sonoma shares in Q2 2024, an estimated $341K.
Leo Wealth LLC first reported a position in Williams-Sonoma in Q4 2023 and held it in 2 quarters.
Leo Wealth LLC's Williams-Sonoma position peaked at $341K in Q1 2024.
821 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2024.

Based on Leo Wealth LLC's 13F filing for Q2 2024, filed 17 Jul 2024.