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SYSTM Wealth Solutions’s Williams-Sonoma WSM Stock Holding History

SYSTM Wealth Solutions’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
-126
Closed -$17.8K – 638
2024
Q2 		$17.8K Sell
126
-18
-13% -$2.68K ﹤0.01% 389
2024
Q1 		$22.9K Sell
144
-56
-28% -$6.5K ﹤0.01% 679
2023
Q4 		$20.2K Buy
+200
New +$17.3K ﹤0.01% 718

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

SYSTM Wealth Solutions's WSM Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Williams-Sonoma (WSM) in Q3 2024, closing a stake of 126 shares — an estimated $17.8K sold.

SYSTM Wealth Solutions first reported a position in WSM in Q4 2023 and held it in 3 quarters. The position peaked at $22.9K in Q1 2024. 827 funds tracked by Wall St. Rank hold WSM as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Williams-Sonoma position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 126 Williams-Sonoma shares in Q3 2024, an estimated $17.8K.
  • SYSTM Wealth Solutions first reported a position in Williams-Sonoma in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Williams-Sonoma position peaked at $22.9K in Q1 2024.
  • 827 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.