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Williams-Sonoma shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Williams-Sonoma

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All positions including Williams-Sonoma held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 127k 201.78
2023-09-30 $20M 126k 155.40
2023-06-30 $15M 116k 125.14
2021-12-31 $300k 1.8k 169.30

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Top funds holding Williams-Sonoma

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