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SignalPoint Asset Management’s Williams-Sonoma WSM Stock Holding History

SignalPoint Asset Management’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 		$209K Buy
+1,129
New +$179K 0.05% 239

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
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SignalPoint Asset Management's WSM Position: Q4 2024 in Review

SignalPoint Asset Management opened a new position in Williams-Sonoma (WSM) in Q4 2024: 1,129 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #239 among its holdings.

899 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

  • SignalPoint Asset Management held 1,129 shares of Williams-Sonoma worth $209K as of Q4 2024.
  • Williams-Sonoma was a new SignalPoint Asset Management position in Q4 2024.
  • Williams-Sonoma made up 0.05% of SignalPoint Asset Management's portfolio in Q4 2024, its #239 holding.
  • 899 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.