AWM
WMB icon

Align Wealth Management’s Williams Companies WMB Stock Holding History

Align 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
2022
Q4 		$35.8K Buy
+1,250
New +$40.7K 0.03% 80

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 $3.37T AUM 44.26% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Align Wealth Management's WMB Position: Q4 2022 in Review

Align Wealth Management opened a new position in Williams Companies (WMB) in Q4 2022: 1,250 shares worth $35.8K. The stake represents 0.03% of the portfolio and ranks #80 among its holdings.

1,150 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

  • Align Wealth Management held 1,250 shares of Williams Companies worth $35.8K as of Q4 2022.
  • Williams Companies was a new Align Wealth Management position in Q4 2022.
  • Williams Companies made up 0.03% of Align Wealth Management's portfolio in Q4 2022, its #80 holding.
  • 1,150 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.