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Zacks Investment Management’s Williams-Sonoma WSM Stock Holding History

Zacks Investment 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
Q3 		– Sell
-16,184
Closed -$2.28M – 778
2024
Q2 		$2.28M Buy
+16,184
New +$2.41M 0.03% 272
2022
Q4 		– Sell
-39,174
Closed -$2.31M – 671
2022
Q3 		$2.31M Sell
39,174
-1,476
-4% -$105K 0.04% 249
2022
Q2 		$2.25M Sell
40,650
-1,234
-3% -$79.8K 0.03% 250
2022
Q1 		$3.04M Buy
41,884
+3,398
+9% +$257K 0.04% 238
2021
Q4 		$3.25M Buy
38,486
+7,280
+23% +$678K 0.05% 240
2021
Q3 		$2.77M Buy
+31,206
New +$2.64M 0.04% 252
2014
Q3 		– Sell
-11,554
Closed -$415K – 759
2014
Q2 		$415K Buy
+11,554
New +$380K 0.01% 494

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Zacks Investment Management's WSM Position: Q3 2024 in Review

Zacks Investment Management sold out of Williams-Sonoma (WSM) in Q3 2024, closing a stake of 16,184 shares — an estimated $2.28M sold.

Zacks Investment Management first reported a position in WSM in Q2 2014 and held it in 7 quarters. The position peaked at $3.25M in Q4 2021. 827 funds tracked by Wall St. Rank hold WSM as of Q3 2024.

  • Zacks Investment Management reported no remaining Williams-Sonoma position as of Q3 2024 after selling out during the quarter.
  • Zacks Investment Management sold 16,184 Williams-Sonoma shares in Q3 2024, an estimated $2.28M.
  • Zacks Investment Management first reported a position in Williams-Sonoma in Q2 2014 and held it in 7 quarters.
  • Zacks Investment Management's Williams-Sonoma position peaked at $3.25M in Q4 2021.
  • 827 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.