TWM
WSM icon

Tradition Wealth Management’s Williams-Sonoma WSM Stock Holding History

Tradition Wealth 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
Q1 		– Sell
-242
Closed -$25K – 1194
2023
Q4 		$25K Buy
242
+58
+32% +$5.02K ﹤0.01% 786
2023
Q3 		$14K Buy
+184
New +$12.7K ﹤0.01% 941

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Tradition Wealth Management's WSM Position: Q1 2024 in Review

Tradition Wealth Management sold out of Williams-Sonoma (WSM) in Q1 2024, closing a stake of 242 shares — an estimated $25K sold.

Tradition Wealth Management first reported a position in WSM in Q3 2023 and held it in 2 quarters. The position peaked at $25K in Q4 2023. 808 funds tracked by Wall St. Rank hold WSM as of Q1 2024.

  • Tradition Wealth Management reported no remaining Williams-Sonoma position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 242 Williams-Sonoma shares in Q1 2024, an estimated $25K.
  • Tradition Wealth Management first reported a position in Williams-Sonoma in Q3 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Williams-Sonoma position peaked at $25K in Q4 2023.
  • 808 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.