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Riverview Trust Company’s Williams-Sonoma WSM Stock Holding History

Riverview Trust Company’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
Q4 		– Sell
-4
Closed -$620 – 912
2024
Q3 		$620 Buy
+4
New +$574 ﹤0.01% 749
2023
Q2 		– Sell
-206
Closed -$12.5K – 764
2023
Q1 		$12.5K Hold
206
– – 0.01% 620
2022
Q4 		$12K Buy
+206
New +$12.4K 0.01% 645
2022
Q3 		– Sell
-216
Closed -$12K – 911
2022
Q2 		$12K Buy
216
+14
+7% +$906 0.01% 659
2022
Q1 		$15K Buy
+202
New +$15.3K 0.01% 628

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

Riverview Trust Company's WSM Position: Q4 2024 in Review

Riverview Trust Company sold out of Williams-Sonoma (WSM) in Q4 2024, closing a stake of 4 shares — an estimated $620 sold.

Riverview Trust Company first reported a position in WSM in Q1 2022 and held it in 5 quarters. The position peaked at $15K in Q1 2022. 895 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

  • Riverview Trust Company reported no remaining Williams-Sonoma position as of Q4 2024 after selling out during the quarter.
  • Riverview Trust Company sold 4 Williams-Sonoma shares in Q4 2024, an estimated $620.
  • Riverview Trust Company first reported a position in Williams-Sonoma in Q1 2022 and held it in 5 quarters.
  • Riverview Trust Company's Williams-Sonoma position peaked at $15K in Q1 2022.
  • 895 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on Riverview Trust Company's 13F filing for Q4 2024, filed 6 Feb 2025.