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Nebula Research & Development’s Williams-Sonoma WSM Stock Holding History

Nebula Research & Development’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 		– Sell
-2,868
Closed -$405K – 1195
2024
Q2 		$405K Buy
+2,868
New +$427K 0.07% 501
2024
Q1 		– Sell
-3,906
Closed -$394K – 1023
2023
Q4 		$394K Buy
+3,906
New +$338K 0.12% 326
2023
Q3 		– Sell
-5,496
Closed -$344K – 672
2023
Q2 		$344K Buy
5,496
+670
+14% +$39.9K 0.26% 189
2023
Q1 		$294K Buy
+4,826
New +$301K 0.52% 114

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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

Nebula Research & Development's WSM Position: Q3 2024 in Review

Nebula Research & Development sold out of Williams-Sonoma (WSM) in Q3 2024, closing a stake of 2,868 shares — an estimated $405K sold.

Nebula Research & Development first reported a position in WSM in Q1 2023 and held it in 4 quarters. The position peaked at $405K in Q2 2024. 827 funds tracked by Wall St. Rank hold WSM as of Q3 2024.

  • Nebula Research & Development reported no remaining Williams-Sonoma position as of Q3 2024 after selling out during the quarter.
  • Nebula Research & Development sold 2,868 Williams-Sonoma shares in Q3 2024, an estimated $405K.
  • Nebula Research & Development first reported a position in Williams-Sonoma in Q1 2023 and held it in 4 quarters.
  • Nebula Research & Development's Williams-Sonoma position peaked at $405K in Q2 2024.
  • 827 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on Nebula Research & Development's 13F filing for Q3 2024, filed 14 Nov 2024.