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TFO Wealth Partners’s Williams-Sonoma WSM Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2
Closed -$318 – 760
2024
Q1 		$318 Hold
2
– – ﹤0.01% 380
2023
Q4 		$202 Sell
2
-8
-80% -$693 ﹤0.01% 642
2023
Q3 		$626 Buy
10
+8
+400% +$551 ﹤0.01% 391
2023
Q2 		$125 Hold
2
– – ﹤0.01% 619
2023
Q1 		$122 Sell
2
-126
-98% -$7.87K ﹤0.01% 602
2022
Q4 		$2.11K Buy
+128
New +$7.68K ﹤0.01% 249
2022
Q3 		– Sell
-56
Closed -$3K – 505
2022
Q2 		$3K Buy
+56
New +$3.62K ﹤0.01% 288

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

TFO Wealth Partners's WSM Position: Q2 2024 in Review

TFO Wealth Partners sold out of Williams-Sonoma (WSM) in Q2 2024, closing a stake of 2 shares — an estimated $318 sold.

TFO Wealth Partners first reported a position in WSM in Q2 2022 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 821 funds tracked by Wall St. Rank hold WSM as of Q2 2024.

  • TFO Wealth Partners reported no remaining Williams-Sonoma position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Williams-Sonoma shares in Q2 2024, an estimated $318.
  • TFO Wealth Partners first reported a position in Williams-Sonoma in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Williams-Sonoma position peaked at $3K in Q2 2022.
  • 821 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.