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Williams-Sonoma shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio Management investment in Williams-Sonoma

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

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Quarterly reported holdings in Williams-Sonoma by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 5.5k 317.52
2023-12-31 $642k 3.2k 201.80
2022-09-30 $527k 4.5k 117.77
2022-06-30 $414k 3.7k 110.99
2022-03-31 $578k 4.0k 144.93
2021-12-31 $525k 3.1k 169.25
2021-09-30 $501k 2.8k 177.35
2021-06-30 $274k 1.7k 159.67

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Amazon (AMZN)

View all positions for Comprehensive Portfolio Management

Top funds holding Williams-Sonoma

Vanguard Group
Blackhill Capital
Charles Schwab Investment Management
Susquehanna International
Dimensional Fund Advisors
Citadel Advisors
Bank of New York Mellon
Norges Bank Investment Management
Barclays
Pacer Advisors
Principal Financial Group
Captrust Financial Advisors
Alliancebernstein
Henderson Group
Millennium Management

View all funds holding Williams-Sonoma