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Williams-Sonoma shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Williams-Sonoma by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 9.3k 317.53
2022-06-30 $3.0k 26 115.38
2022-03-31 $0 1 0.00

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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

Top funds holding Williams-Sonoma

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Susquehanna International
First Trust Advisors
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Northern Trust
Dimensional Fund Advisors
Pacer Advisors
Citadel Advisors
Captrust Financial Advisors

View all funds holding Williams-Sonoma