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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 $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 $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Olympiad Research's WSM Position: Q3 2024 in Review

Olympiad Research sold out of Williams-Sonoma (WSM) in Q3 2024, closing a stake of 1,786 shares — an estimated $252K sold.

Olympiad Research first reported a position in WSM in Q3 2021 and held it in 5 quarters. The position peaked at $338K in Q4 2023. 829 funds tracked by Wall St. Rank hold WSM as of Q3 2024.

  • Olympiad Research reported no remaining Williams-Sonoma position as of Q3 2024 after selling out during the quarter.
  • Olympiad Research sold 1,786 Williams-Sonoma shares in Q3 2024, an estimated $252K.
  • Olympiad Research first reported a position in Williams-Sonoma in Q3 2021 and held it in 5 quarters.
  • Olympiad Research's Williams-Sonoma position peaked at $338K in Q4 2023.
  • 829 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on Olympiad Research's 13F filing for Q3 2024, filed 31 Oct 2024.