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Voisard Asset Management Group’s Williams-Sonoma WSM Stock Holding History

Voisard Asset Management Group’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
Q4 		– Sell
-4
Closed -$620 – 680
2024
Q3 		$620 Buy
+4
New +$574 ﹤0.01% 538

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
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Voisard Asset Management Group's WSM Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Williams-Sonoma (WSM) in Q4 2024, closing a stake of 4 shares — an estimated $620 sold.

Voisard Asset Management Group first reported a position in WSM in Q3 2024 and held it in 1 quarter. The position peaked at $620 in Q3 2024. 895 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Williams-Sonoma position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 4 Williams-Sonoma shares in Q4 2024, an estimated $620.
  • Voisard Asset Management Group first reported a position in Williams-Sonoma in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Williams-Sonoma position peaked at $620 in Q3 2024.
  • 895 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.