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Simplicity Wealth’s Williams-Sonoma WSM Stock Holding History

Simplicity Wealth’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
-2,062
Closed -$291K – 1226
2024
Q2 		$291K Sell
2,062
-336
-14% -$50.1K 0.01% 957
2024
Q1 		$381K Buy
+2,398
New +$278K 0.01% 835

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

Simplicity Wealth's WSM Position: Q3 2024 in Review

Simplicity Wealth sold out of Williams-Sonoma (WSM) in Q3 2024, closing a stake of 2,062 shares — an estimated $291K sold.

Simplicity Wealth first reported a position in WSM in Q1 2024 and held it in 2 quarters. The position peaked at $381K in Q1 2024. 827 funds tracked by Wall St. Rank hold WSM as of Q3 2024.

  • Simplicity Wealth reported no remaining Williams-Sonoma position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 2,062 Williams-Sonoma shares in Q3 2024, an estimated $291K.
  • Simplicity Wealth first reported a position in Williams-Sonoma in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Williams-Sonoma position peaked at $381K in Q1 2024.
  • 827 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.