Concord Wealth Partners Williams Sonoma Inc Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Williams Sonoma Inc stock. As of the latest transaction made, Concord Wealth Partners holds 24,279 shares of WSM stock, worth $5.19 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
24,279
Previous 24,469
0.78%
Holding current value
$5.19 Million
Previous $3.79 Million
18.6%
% of portfolio
0.74%
Previous 0.64%
Shares
6 transactions
Others Institutions Holding WSM
# of Institutions
928Shares Held
100MCall Options Held
1.45MPut Options Held
1.79M-
Vanguard Group Inc Valley Forge, PA13.1MShares$2.79 Billion0.04% of portfolio
-
Aristotle Capital Management, LLC Los Angeles, CA9.11MShares$1.95 Billion2.73% of portfolio
-
Blackhill Capital Inc Morristown, NJ7.81MShares$1.67 Billion69.78% of portfolio
-
Black Rock Inc. New York, NY7.66MShares$1.64 Billion0.05% of portfolio
-
State Street Corp Boston, MA5.33MShares$1.14 Billion0.03% of portfolio
About WILLIAMS SONOMA INC
- Ticker WSM
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Specialty Retail
- Shares Outstandng 66,711,400
- Market Cap $14.2B
- Description
- Williams-Sonoma, Inc. operates as an omni-channel specialty retailer of various products for home. It offers cooking, dining, and entertaining products, such as cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture, and a library of cookbooks under the Williams Sonoma Home brand, as well as home furnishings and decorative acc...