Verdad Advisers’s Williams-Sonoma WSM Stock Holding History

Verdad Advisers’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	-2,772	Closed	-$391K	–	137
2024 Q2	$391K	Buy	+2,772	New	+$413K	0.45%	94

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

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

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 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

Verdad Advisers's WSM Position: Q3 2024 in Review

Verdad Advisers sold out of Williams-Sonoma (WSM) in Q3 2024, closing a stake of 2,772 shares — an estimated $391K sold.

Verdad Advisers first reported a position in WSM in Q2 2024 and held it in 1 quarter. The position peaked at $391K in Q2 2024. 827 funds tracked by Wall St. Rank hold WSM as of Q3 2024.

Verdad Advisers reported no remaining Williams-Sonoma position as of Q3 2024 after selling out during the quarter.
Verdad Advisers sold 2,772 Williams-Sonoma shares in Q3 2024, an estimated $391K.
Verdad Advisers first reported a position in Williams-Sonoma in Q2 2024 and held it in 1 quarter.
Verdad Advisers's Williams-Sonoma position peaked at $391K in Q2 2024.
827 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on Verdad Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.