SEC 13F Intelligence

Vident Investment Advisory, LLC / WSM

Vident Investment Advisory, LLC’s Williams Sonoma Inc Position

Does Vident Investment Advisory, LLC own Williams Sonoma Inc (WSM)? Not currently — the last reported position was 87.9K shares worth $11M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$11M
Q2 2023
Shares
87.9K
% of Portfolio
+0.38%
Quarters Held
15
position exited

Position History WSM

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q4 ’19: $3MQ1 ’20: $894,000Q1 ’20Q3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $3MQ4 ’21: $6MQ4 ’21Q1 ’22: $5MQ2 ’22: $5MQ2 ’22Q3 ’22: $9MQ4 ’22: $8MQ4 ’22Q1 ’23: $11MQ2 ’23: $11MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202387.9K$11M+0.38%
Q1 202389.5K$11M+0.35%
Q4 202273.3K$8M+0.32%
Q3 202273.4K$9M+0.28%
Q2 202245.4K$5M+0.15%
Q1 202235.3K$5M+0.13%
Q4 202138.4K$6M+0.17%
Q3 202115.3K$3M+0.08%
Q2 202113.9K$2M+0.07%
Q1 202112.7K$2M+0.08%
Q4 202017.7K$2M+0.07%
Q3 202018.5K$2M+0.08%
Q1 202021.0K$894,000+0.05%
Q4 201934.9K$3M+0.16%
Q4 201850.0K$3M+0.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vident Investment Advisory, LLC’s full portfolio or all institutional holders of WSM.