SkyView Investment Advisors’s Williams-Sonoma WSM Stock Holding History

SkyView Investment Advisors’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	-5,103	Closed	-$791K	–	349
2024 Q3	$791K	Buy	5,103 +49	+1%	+$7.03K	0.13%	114
2024 Q2	$714K	Buy	5,054 +4	+0.1%	+$596	0.13%	137
2024 Q1	$802K	Buy	+5,050	New	+$586K	0.15%	113
2023 Q4	–	Sell	-4,764	Closed	-$370K	–	492
2023 Q3	$370K	Buy	4,764 +154	+3%	+$10.6K	0.15%	191
2023 Q2	$288K	Buy	+4,610	New	+$275K	0.07%	322

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

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SkyView Investment Advisors's WSM Position: Q4 2024 in Review

SkyView Investment Advisors sold out of Williams-Sonoma (WSM) in Q4 2024, closing a stake of 5,103 shares — an estimated $791K sold.

SkyView Investment Advisors first reported a position in WSM in Q2 2023 and held it in 5 quarters. The position peaked at $802K in Q1 2024. 895 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

SkyView Investment Advisors reported no remaining Williams-Sonoma position as of Q4 2024 after selling out during the quarter.
SkyView Investment Advisors sold 5,103 Williams-Sonoma shares in Q4 2024, an estimated $791K.
SkyView Investment Advisors first reported a position in Williams-Sonoma in Q2 2023 and held it in 5 quarters.
SkyView Investment Advisors's Williams-Sonoma position peaked at $802K in Q1 2024.
895 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.