America First Investment Advisors’s Williams Companies WMB Stock Holding History

America First Investment Advisors’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 Q3	–	Sell	-883	Closed	-$37.5K	–	77
2024 Q2	$37.5K	Hold	883	–	–	0.01%	60
2024 Q1	$34.4K	Hold	883	–	–	0.01%	62
2023 Q4	$30.8K	Hold	883	–	–	0.01%	68
2023 Q3	$29.7K	Hold	883	–	–	0.01%	69
2023 Q2	$28.8K	Hold	883	–	–	0.01%	70
2023 Q1	$26.4K	Hold	883	–	–	0.01%	72
2022 Q4	$29K	Hold	883	–	–	0.01%	59
2022 Q3	$25K	Hold	883	–	–	0.01%	56
2022 Q2	$28K	Hold	883	–	–	0.01%	53
2022 Q1	$30K	Hold	883	–	–	0.01%	58
2021 Q4	$23K	Buy	+883	New	+$24.4K	0.01%	60

Other funds holding WMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

America First Investment Advisors's WMB Position: Q3 2024 in Review

America First Investment Advisors sold out of Williams Companies (WMB) in Q3 2024, closing a stake of 883 shares — an estimated $37.5K sold.

America First Investment Advisors first reported a position in WMB in Q4 2021 and held it in 11 quarters. The position peaked at $37.5K in Q2 2024. 1,342 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

America First Investment Advisors reported no remaining Williams Companies position as of Q3 2024 after selling out during the quarter.
America First Investment Advisors sold 883 Williams Companies shares in Q3 2024, an estimated $37.5K.
America First Investment Advisors first reported a position in Williams Companies in Q4 2021 and held it in 11 quarters.
America First Investment Advisors's Williams Companies position peaked at $37.5K in Q2 2024.
1,342 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on America First Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.