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Andesa Financial Management’s Williams Companies WMB Stock Holding History

Andesa Financial 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
2023
Q1 		$831K Buy
67,453
+33,466
+98% +$1.03M 0.43% 59
2022
Q4 		$1.12M Buy
+33,987
New +$1.11M 0.61% 55

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Andesa Financial Management's WMB Position: Q1 2023 in Review

Andesa Financial Management increased its Williams Companies (WMB) stake by 98% in Q1 2023, buying an estimated $1.03M and bringing the position to 67,453 shares worth $831K. The position accounts for 0.43% of the portfolio, ranked #59.

Andesa Financial Management first reported a position in WMB in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.12M in Q4 2022. 1,137 funds tracked by Wall St. Rank hold WMB as of Q1 2023.

  • Andesa Financial Management held 67,453 shares of Williams Companies worth $831K as of Q1 2023.
  • Andesa Financial Management bought 33,466 Williams Companies shares in Q1 2023, an estimated $1.03M.
  • Williams Companies made up 0.43% of Andesa Financial Management's portfolio in Q1 2023, its #59 holding.
  • Andesa Financial Management first reported a position in Williams Companies in Q4 2022 and has held it in 2 quarters since.
  • Andesa Financial Management's Williams Companies position peaked at $1.12M in Q4 2022.
  • 1,137 funds tracked by Wall St. Rank held Williams Companies as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.