AdvisorShares Investments’s Williams Companies WMB Stock Holding History

AdvisorShares Investments’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	-27,916	Closed	-$918K	–	352
2022 Q4	$918K	Sell	27,916 -2,968	-10%	-$96.6K	0.26%	64
2022 Q3	$884K	Buy	+30,884	New	+$1.01M	0.24%	59

Other funds holding WMB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AdvisorShares Investments's WMB Position: Q1 2023 in Review

AdvisorShares Investments sold out of Williams Companies (WMB) in Q1 2023, closing a stake of 27,916 shares — an estimated $918K sold.

AdvisorShares Investments first reported a position in WMB in Q3 2022 and held it in 2 quarters. The position peaked at $918K in Q4 2022. 1,136 funds tracked by Wall St. Rank hold WMB as of Q1 2023.

AdvisorShares Investments reported no remaining Williams Companies position as of Q1 2023 after selling out during the quarter.
AdvisorShares Investments sold 27,916 Williams Companies shares in Q1 2023, an estimated $918K.
AdvisorShares Investments first reported a position in Williams Companies in Q3 2022 and held it in 2 quarters.
AdvisorShares Investments's Williams Companies position peaked at $918K in Q4 2022.
1,136 funds tracked by Wall St. Rank held Williams Companies as of Q1 2023.

Based on AdvisorShares Investments's 13F filing for Q1 2023, filed 9 May 2023.