Amplius Wealth Advisors’s Williams Companies WMB Stock Holding History

Amplius Wealth 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 Q2	–	Sell	-8,894	Closed	-$297K	–	202
2022 Q1	$297K	Buy	8,894 +8,119	+1,048%	+$248K	0.05%	131
2021 Q4	$20K	Buy	+775	New	+$21.4K	﹤0.01%	471

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

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

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

Amplius Wealth Advisors's WMB Position: Q2 2022 in Review

Amplius Wealth Advisors sold out of Williams Companies (WMB) in Q2 2022, closing a stake of 8,894 shares — an estimated $297K sold.

Amplius Wealth Advisors first reported a position in WMB in Q4 2021 and held it in 2 quarters. The position peaked at $297K in Q1 2022. 1,121 funds tracked by Wall St. Rank hold WMB as of Q2 2022.

Amplius Wealth Advisors reported no remaining Williams Companies position as of Q2 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 8,894 Williams Companies shares in Q2 2022, an estimated $297K.
Amplius Wealth Advisors first reported a position in Williams Companies in Q4 2021 and held it in 2 quarters.
Amplius Wealth Advisors's Williams Companies position peaked at $297K in Q1 2022.
1,121 funds tracked by Wall St. Rank held Williams Companies as of Q2 2022.

Based on Amplius Wealth Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.