American Portfolios Advisors’s Williams Companies WMB Stock Holding History

American Portfolios 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
2022 Q3	$1.29M	Buy	45,025 +30,191	+204%	+$984K	0.05%	345
2022 Q2	$463K	Buy	14,834 +972	+7%	+$33.6K	0.02%	694
2022 Q1	$463K	Buy	13,862 +2,534	+22%	+$77.4K	0.02%	764
2021 Q4	$295K	Sell	11,328 -104	-0.9%	-$2.87K	0.01%	974
2021 Q3	$297K	Buy	11,432 +853	+8%	+$21.5K	0.01%	945
2021 Q2	$281K	Buy	10,579 +1,589	+18%	+$40.7K	0.01%	967
2021 Q1	$213K	Buy	8,990 +3,808	+73%	+$86.5K	0.01%	996
2020 Q4	$104K	Buy	5,182 +1,465	+39%	+$29.7K	0.01%	1138
2020 Q3	$73K	Sell	3,717 -273	-7%	-$5.56K	﹤0.01%	1197
2020 Q2	$75.9K	Sell	3,990 -263	-6%	-$4.89K	0.01%	1122
2020 Q1	$60.2K	Buy	4,253 +74	+2%	+$1.43K	0.01%	1089
2019 Q4	$99.1K	Sell	4,179 -3,072	-42%	-$70.4K	0.01%	1039
2019 Q3	$174K	Buy	7,251 +1,042	+17%	+$26.3K	0.01%	759
2019 Q2	$174K	Sell	6,209 -1,771	-22%	-$49.2K	0.01%	766
2019 Q1	$229K	Buy	7,980 +3,478	+77%	+$93.2K	0.02%	595
2018 Q4	$99.3K	Sell	4,502 -5,575	-55%	-$139K	0.01%	729
2018 Q3	$274K	Sell	10,077 -452	-4%	-$13.1K	0.03%	476
2018 Q2	$285K	Buy	10,529 +1,688	+19%	+$44.5K	0.04%	417
2018 Q1	$220K	Buy	8,841 +1,668	+23%	+$49.2K	0.03%	474
2017 Q4	$219K	Buy	+7,173	New	+$209K	0.03%	469

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

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

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

American Portfolios Advisors's WMB Position: Q3 2022 in Review

American Portfolios Advisors increased its Williams Companies (WMB) stake by 204% in Q3 2022, buying an estimated $984K and bringing the position to 45,025 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #345.

American Portfolios Advisors first reported a position in WMB in Q4 2017 and has held it in 20 quarters since. 1,098 funds tracked by Wall St. Rank hold WMB as of Q3 2022.

American Portfolios Advisors held 45,025 shares of Williams Companies worth $1.29M as of Q3 2022.
American Portfolios Advisors bought 30,191 Williams Companies shares in Q3 2022, an estimated $984K.
Williams Companies made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #345 holding.
American Portfolios Advisors first reported a position in Williams Companies in Q4 2017 and has held it in 20 quarters since.
1,098 funds tracked by Wall St. Rank held Williams Companies as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.