Mount Yale Investment Advisors, LLC Williams Sonoma Inc Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 3,559 shares of WSM stock, worth $737,567. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,559
Previous 3,614
1.52%
Holding current value
$737,567
Previous $559,000
17.89%
% of portfolio
0.05%
Previous 0.05%
Shares
21 transactions
Others Institutions Holding WSM
# of Institutions
958Shares Held
101MCall Options Held
1.45MPut Options Held
1.75M-
Vanguard Group Inc Valley Forge, PA13.1MShares$2.71 Billion0.04% of portfolio
-
Aristotle Capital Management, LLC Los Angeles, CA9.11MShares$1.89 Billion2.73% of portfolio
-
Blackhill Capital Inc Morristown, NJ7.81MShares$1.62 Billion69.78% of portfolio
-
Black Rock Inc. New York, NY7.66MShares$1.59 Billion0.05% of portfolio
-
State Street Corp Boston, MA5.33MShares$1.1 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 $13.8B
- 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...