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Williams-Sonoma shares owned by Vista Wealth Management Group

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Vista Wealth Management Group from 13F filings

Historical chart of Vista Wealth Management Group investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Williams-Sonoma by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $259k 816 317.53

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Nu Hldgs Ord Shs Cl A (NU)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Doordash Cl A (DASH)
Snowflake Cl A (SNOW)
Ccc Intelligent Solutions Holdings (CCCS)
Datadog Cl A Com (DDOG)
NVIDIA Corporation (NVDA)
Procore Technologies (PCOR)

View all positions for Vista Wealth Management Group

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