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Williams-Sonoma shares owned by Rebalance

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

Historical chart of Rebalance investment in Williams-Sonoma

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

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Quarterly reported holdings in Williams-Sonoma by Rebalance

Quarter filed Position value Share count Share price at filing
2024-09-30 $338k 2.2k 154.92
2024-06-30 $308k 1.1k 282.37
2024-03-31 $346k 1.1k 317.53
2023-12-31 $220k 1.1k 201.78

More positions owned by Rebalance

Schwab U.s. Broad Market Etf Etf (SCHB)
Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)

View all positions for Rebalance

Top funds holding Williams-Sonoma

BlackRock
Vanguard Group
Reed Conner & Birdwell
FMR
Blackhill Capital
State Street Corporation
Leonard Green & Partners
Invesco
Geode Capital Management
First Trust Advisors
Dimensional Fund Advisors
Capital Research Global Investors
Northern Trust
Bank of New York Mellon
Citadel Advisors

View all funds holding Williams-Sonoma