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Naples Money Management’s Williams-Sonoma WSM Stock Holding History

Naples Money 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
Q3 		$6.2K Buy
+40
New +$5.74K 0.01% 219

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 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

Naples Money Management's WSM Position: Q3 2024 in Review

Naples Money Management opened a new position in Williams-Sonoma (WSM) in Q3 2024: 40 shares worth $6.2K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings.

828 funds tracked by Wall St. Rank hold WSM as of Q3 2024.

  • Naples Money Management held 40 shares of Williams-Sonoma worth $6.2K as of Q3 2024.
  • Williams-Sonoma was a new Naples Money Management position in Q3 2024.
  • Williams-Sonoma made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #219 holding.
  • 828 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.