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Williams-Sonoma shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Williams-Sonoma

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All positions including Williams-Sonoma held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $607k 3.9k 154.93
2024-06-30 $441k 1.6k 282.43
2024-03-31 $363k 1.1k 317.53
2021-09-30 $2.0k 13 153.85

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View all positions for Consolidated Planning Corp

Top funds holding Williams-Sonoma

BlackRock
Blackhill Capital
BlackRock
Vanguard Group
Reed Conner & Birdwell
Leonard Green & Partners
Invesco
Geode Capital Management
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