Planning Capital Management Corporation’s Williams-Sonoma WSM Stock Holding History

Planning Capital Management Corporation’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	$50.5K	Buy	+326	New	+$46.8K	0.03%	181

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Planning Capital Management Corporation's WSM Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Williams-Sonoma (WSM) in Q3 2024: 326 shares worth $50.5K. The stake represents 0.03% of the portfolio and ranks #181 among its holdings.

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

Planning Capital Management Corporation held 326 shares of Williams-Sonoma worth $50.5K as of Q3 2024.
Williams-Sonoma was a new Planning Capital Management Corporation position in Q3 2024.
Williams-Sonoma made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #181 holding.
828 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.