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Western Pacific Wealth Management’s Williams-Sonoma WSM Stock Holding History

Western Pacific 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
Q2 		– Sell
-10
Closed -$1.59K – 308
2024
Q1 		$1.59K Buy
+10
New +$1.16K ﹤0.01% 257

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

Western Pacific Wealth Management's WSM Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Williams-Sonoma (WSM) in Q2 2024, closing a stake of 10 shares — an estimated $1.59K sold.

Western Pacific Wealth Management first reported a position in WSM in Q1 2024 and held it in 1 quarter. The position peaked at $1.59K in Q1 2024. 821 funds tracked by Wall St. Rank hold WSM as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Williams-Sonoma position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 10 Williams-Sonoma shares in Q2 2024, an estimated $1.59K.
  • Western Pacific Wealth Management first reported a position in Williams-Sonoma in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Williams-Sonoma position peaked at $1.59K in Q1 2024.
  • 821 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.