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Olympiad Research’s Williams-Sonoma WSM Stock Holding History

Olympiad Research’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
-1,786
Closed -$252K – 487
2024
Q2 		$252K Sell
1,786
-222
-11% -$33.1K 0.19% 208
2024
Q1 		$319K Sell
2,008
-1,340
-40% -$156K 0.21% 183
2023
Q4 		$338K Buy
+3,348
New +$290K 0.27% 136
2023
Q3 		– Sell
-5,322
Closed -$333K – 409
2023
Q2 		$333K Buy
+5,322
New +$317K 0.33% 93
2021
Q4 		– Sell
-2,334
Closed -$207K – 291
2021
Q3 		$207K Buy
+2,334
New +$197K 0.06% 229

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