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WR Wealth Planners’s Williams-Sonoma WSM Stock Holding History

WR Wealth Planners’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 		$25.2K Buy
136
+30
+28% +$4.76K 0.01% 425
2024
Q3 		$16.4K Buy
106
+90
+563% +$12.9K ﹤0.01% 542
2024
Q2 		$2.26K Buy
16
+8
+100% +$1.19K ﹤0.01% 861
2024
Q1 		$1.27K Buy
+8
New +$929 ﹤0.01% 940

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

WR Wealth Planners's WSM Position: Q4 2024 in Review

WR Wealth Planners increased its Williams-Sonoma (WSM) stake by 28% in Q4 2024, buying an estimated $4.76K and bringing the position to 136 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #425.

WR Wealth Planners first reported a position in WSM in Q1 2024 and has held it in 4 quarters since. 896 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

  • WR Wealth Planners held 136 shares of Williams-Sonoma worth $25.2K as of Q4 2024.
  • WR Wealth Planners bought 30 Williams-Sonoma shares in Q4 2024, an estimated $4.76K.
  • Williams-Sonoma made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #425 holding.
  • WR Wealth Planners first reported a position in Williams-Sonoma in Q1 2024 and has held it in 4 quarters since.
  • 896 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.