Zions Bancorporation’s Williams-Sonoma WSM Stock Holding History

Zions Bancorporation’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	$926	Hold	5	–	–	﹤0.01%	821
2024 Q3	$775	Buy	+5	New	+$717	﹤0.01%	828

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

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Zions Bancorporation's WSM Position: Q4 2024 in Review

Zions Bancorporation held its Williams-Sonoma (WSM) position steady in Q4 2024 at 5 shares worth $926. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Zions Bancorporation first reported a position in WSM in Q3 2024 and has held it in 2 quarters since. 896 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

Zions Bancorporation held 5 shares of Williams-Sonoma worth $926 as of Q4 2024.
Zions Bancorporation left its Williams-Sonoma share count unchanged in Q4 2024.
Williams-Sonoma made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #821 holding.
Zions Bancorporation first reported a position in Williams-Sonoma in Q3 2024 and has held it in 2 quarters since.
896 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.