One Wealth Advisors »

Williams-Sonoma shares owned by One Wealth Advisors

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

Historical chart of One Wealth Advisors investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Williams-Sonoma by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 719 317.53
2022-03-31 $302k 2.1k 144.77
2021-12-31 $353k 2.1k 169.22
2021-09-30 $371k 2.1k 177.17
2021-06-30 $230k 1.4k 159.72

More positions owned by One Wealth Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Us Carbon Trans (LCTU)

View all positions for One Wealth Advisors

Top funds holding Williams-Sonoma

BlackRock
Vanguard Group
FMR
Reed Conner & Birdwell
Blackhill Capital
Leonard Green & Partners
Geode Capital Management
Susquehanna International
First Trust Advisors
Bank of New York Mellon
Northern Trust
Dimensional Fund Advisors
Pacer Advisors
Citadel Advisors
Captrust Financial Advisors

View all funds holding Williams-Sonoma