Traverso Chambers Private Wealth Management’s Williams-Sonoma WSM Stock Holding History

Traverso Chambers Private 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
2023 Q4	$203K	Buy	+2,016	New	+$175K	0.05%	122

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Traverso Chambers Private Wealth Management's WSM Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management opened a new position in Williams-Sonoma (WSM) in Q4 2023: 2,016 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #122 among its holdings.

677 funds tracked by Wall St. Rank hold WSM as of Q4 2023.

Traverso Chambers Private Wealth Management held 2,016 shares of Williams-Sonoma worth $203K as of Q4 2023.
Williams-Sonoma was a new Traverso Chambers Private Wealth Management position in Q4 2023.
Williams-Sonoma made up 0.05% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #122 holding.
677 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.