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Williams-Sonoma shares owned by Rise Advisors

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

Historical chart of Rise Advisors investment in Williams-Sonoma

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

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Quarterly reported holdings in Williams-Sonoma by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $53k 168 317.53

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
Paypal Hldgs 0 (PYPL)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Amazon 0 (AMZN)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Alphabet Inc Cap Stk Cl C 0 (GOOG)

View all positions for Rise Advisors

Top funds holding Williams-Sonoma

Vanguard Group
Blackhill Capital
Charles Schwab Investment Management
Dimensional Fund Advisors
Citadel Advisors
Bank of New York Mellon
Norges Bank Investment Management
Barclays
Principal Financial Group
Pacer Advisors
Captrust Financial Advisors
Alliancebernstein
Henderson Group
Millennium Management
Btim

View all funds holding Williams-Sonoma