1834 Investment Advisors’s Williams Companies WMB Stock Holding History

1834 Investment Advisors’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,499	Closed	-$243K	–	206
2022 Q3	$243K	Buy	8,499 +350	+4%	+$11.4K	0.04%	178
2022 Q2	$254K	Hold	8,149	–	–	0.04%	174
2022 Q1	$272K	Hold	8,149	–	–	0.03%	167
2021 Q4	$212K	Buy	8,149 +800	+11%	+$22.1K	0.02%	187
2021 Q3	$191K	Buy	7,349 +3,200	+77%	+$80.6K	0.02%	197
2021 Q2	$110K	Buy	4,149 +3,700	+824%	+$94.7K	0.01%	225
2021 Q1	$11K	Hold	449	–	–	﹤0.01%	382
2020 Q4	$9K	Hold	449	–	–	﹤0.01%	381
2020 Q3	$9K	Hold	449	–	–	﹤0.01%	350
2020 Q2	$9K	Sell	449 -9,100	-95%	-$169K	﹤0.01%	338
2020 Q1	$135K	Sell	9,549 -1,900	-17%	-$36.8K	0.03%	205
2019 Q4	$272K	Buy	11,449 +7,700	+205%	+$176K	0.04%	166
2019 Q3	$90K	Buy	3,749 +200	+6%	+$5.04K	0.01%	242
2019 Q2	$100K	Hold	3,549	–	–	0.02%	238
2019 Q1	$102K	Buy	3,549 +1,010	+40%	+$27.1K	0.02%	230
2018 Q4	$56K	Hold	2,539	–	–	0.01%	262
2018 Q3	$69K	Buy	+2,539	New	+$73.7K	0.01%	259

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1834 Investment Advisors's WMB Position: Q4 2022 in Review

1834 Investment Advisors sold out of Williams Companies (WMB) in Q4 2022, closing a stake of 8,499 shares — an estimated $243K sold.

1834 Investment Advisors first reported a position in WMB in Q3 2018 and held it in 17 quarters. The position peaked at $272K in Q1 2022. 1,149 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

1834 Investment Advisors reported no remaining Williams Companies position as of Q4 2022 after selling out during the quarter.
1834 Investment Advisors sold 8,499 Williams Companies shares in Q4 2022, an estimated $243K.
1834 Investment Advisors first reported a position in Williams Companies in Q3 2018 and held it in 17 quarters.
1834 Investment Advisors's Williams Companies position peaked at $272K in Q1 2022.
1,149 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

Based on 1834 Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.