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Williams-Sonoma shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset Management investment in Williams-Sonoma

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

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Quarterly reported holdings in Williams-Sonoma by Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $326k 2.1k 154.95
2024-03-31 $207k 653 317.63
2023-09-30 $100k 646 155.45
2023-06-30 $81k 646 125.18
2023-03-31 $72k 589 121.70
2022-12-31 $68k 589 114.96

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
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JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Baker Avenue Asset Management

Top funds holding Williams-Sonoma

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Reed Conner & Birdwell
Leonard Green & Partners
Invesco
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State Street Corporation
First Trust Advisors
Pacer Advisors
Dimensional Fund Advisors
Capital Research Global Investors
Northern Trust
Bank of New York Mellon

View all funds holding Williams-Sonoma