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Williams-Sonoma shares owned by Quantum Financial Advisors

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Quantum Financial Advisors from 13F filings

Historical chart of Quantum Financial Advisors investment in Williams-Sonoma

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All positions including Williams-Sonoma held by Quantum Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Quantum Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 1.5k 154.93
2024-06-30 $213k 754 282.40
2024-03-31 $239k 754 317.57

More positions owned by Quantum Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust International (DFSI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emerging Markets (DFSE)
Dimensional Etf Trust Global Sustaina (DFSB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Quantum Financial Advisors

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