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Ables Iannone Moore & Associates’s Williams Companies WMB Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q1 		– Sell
-28
Closed -$975 – 294
2023
Q4 		$975 Buy
+28
New +$983 ﹤0.01% 250

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Ables Iannone Moore & Associates's WMB Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Williams Companies (WMB) in Q1 2024, closing a stake of 28 shares — an estimated $975 sold.

Ables Iannone Moore & Associates first reported a position in WMB in Q4 2023 and held it in 1 quarter. The position peaked at $975 in Q4 2023. 1,247 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Williams Companies position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 28 Williams Companies shares in Q1 2024, an estimated $975.
  • Ables Iannone Moore & Associates first reported a position in Williams Companies in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Williams Companies position peaked at $975 in Q4 2023.
  • 1,247 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.