Ahrens Investment Partners’s Williams Companies WMB Stock Holding History

Ahrens Investment Partners’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	$209K	Sell	6,985 -1,703	-20%	-$52.6K	0.1%	136
2022 Q4	$286K	Sell	8,688 -250	-3%	-$8.14K	0.13%	125
2022 Q3	$256K	Buy	8,938 +38	+0.4%	+$1.24K	0.13%	124
2022 Q2	$278K	Sell	8,900 -1,498	-14%	-$51.7K	0.12%	128
2022 Q1	$347K	Sell	10,398 -1,146	-10%	-$35K	0.11%	135
2021 Q4	$301K	Sell	11,544 -2,856	-20%	-$78.9K	0.13%	140
2021 Q3	$374K	Sell	14,400 -11,861	-45%	-$299K	0.18%	128
2021 Q2	$697K	Sell	26,261 -1,371	-5%	-$35.1K	0.32%	87
2021 Q1	$655K	Buy	+27,632	New	+$628K	0.33%	89

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

Ahrens Investment Partners's WMB Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Williams Companies (WMB) stake by 20% in Q1 2023, selling an estimated $52.6K and leaving 6,985 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #136.

Ahrens Investment Partners first reported a position in WMB in Q1 2021 and has held it in 9 quarters since. The position peaked at $697K in Q2 2021. 1,136 funds tracked by Wall St. Rank hold WMB as of Q1 2023.

Ahrens Investment Partners held 6,985 shares of Williams Companies worth $209K as of Q1 2023.
Ahrens Investment Partners sold 1,703 Williams Companies shares in Q1 2023, an estimated $52.6K.
Williams Companies made up 0.1% of Ahrens Investment Partners's portfolio in Q1 2023, its #136 holding.
Ahrens Investment Partners first reported a position in Williams Companies in Q1 2021 and has held it in 9 quarters since.
Ahrens Investment Partners's Williams Companies position peaked at $697K in Q2 2021.
1,136 funds tracked by Wall St. Rank held Williams Companies as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.