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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $239k 754 317.57

More positions owned by Quantum Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
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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 Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Markets (DFSE)
American Centy Etf Tr Real Estate Etf (AVRE)
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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)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Quantum Financial 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