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Williams-Sonoma shares owned by Essex Private Wealth Management

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

Historical chart of Essex Private Wealth Management investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Williams-Sonoma by Essex Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $201k 632 317.53

More positions owned by Essex Private Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard World Health Car Etf (VHT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Exponential Tech (XT)
Fidelity Covington Trust Enhanced Large (FELV)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Essex Private Wealth Management

Top funds holding Williams-Sonoma

Vanguard Group
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Bank of New York Mellon
Norges Bank Investment Management
Barclays
Pacer Advisors
Principal Financial Group
Captrust Financial Advisors
Alliancebernstein
Henderson Group
Millennium Management
Btim

View all funds holding Williams-Sonoma