Anchor Pointe Wealth Management’s Williams Companies WMB Stock Holding History

Anchor Pointe 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
2024 Q4	$222K	Buy	+4,103	New	+$221K	0.29%	73

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 $3.37T AUM 44.26% 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

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

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

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

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

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

Anchor Pointe Wealth Management's WMB Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Williams Companies (WMB) in Q4 2024: 4,103 shares worth $222K. The stake represents 0.29% of the portfolio and ranks #73 among its holdings.

1,520 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

Anchor Pointe Wealth Management held 4,103 shares of Williams Companies worth $222K as of Q4 2024.
Williams Companies was a new Anchor Pointe Wealth Management position in Q4 2024.
Williams Companies made up 0.29% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #73 holding.
1,520 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.