AWM
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Accurate Wealth Management’s Williams Companies WMB Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-1,774
Closed -$57K – 1465
2022
Q4 		$57K Buy
+1,774
New +$57.8K 0.02% 427

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Wealth Management's WMB Position: Q1 2023 in Review

Accurate Wealth Management sold out of Williams Companies (WMB) in Q1 2023, closing a stake of 1,774 shares — an estimated $57K sold.

Accurate Wealth Management first reported a position in WMB in Q4 2022 and held it in 1 quarter. The position peaked at $57K in Q4 2022. 1,136 funds tracked by Wall St. Rank hold WMB as of Q1 2023.

  • Accurate Wealth Management reported no remaining Williams Companies position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,774 Williams Companies shares in Q1 2023, an estimated $57K.
  • Accurate Wealth Management first reported a position in Williams Companies in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Williams Companies position peaked at $57K in Q4 2022.
  • 1,136 funds tracked by Wall St. Rank held Williams Companies as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.