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Williams-Sonoma shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Williams-Sonoma by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $796k 5.1k 154.93
2024-03-31 $670k 2.1k 315.94

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Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

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