ACM
WMB icon

Antonetti Capital Management’s Williams Companies WMB Stock Holding History

Antonetti Capital 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
Q2 		– Sell
-1,800
Closed -$53.7K – 354
2023
Q1 		$53.7K Buy
1,800
+500
+38% +$15.4K 0.08% 93
2022
Q4 		$42.8K Buy
+1,300
New +$42.3K 0.06% 108
2022
Q1 		– Sell
-4,400
Closed -$115K – 410
2021
Q4 		$115K Sell
4,400
-1,771
-29% -$48.9K 0.09% 112
2021
Q3 		$160K Buy
+6,171
New +$155K 0.13% 89
2014
Q3 		– Sell
-100
Closed -$6K – 208
2014
Q2 		$6K Hold
100
– – ﹤0.01% 169
2014
Q1 		$4K Hold
100
– – ﹤0.01% 190
2013
Q4 		$4K Hold
100
– – ﹤0.01% 211
2013
Q3 		$4K Hold
100
– – ﹤0.01% 250
2013
Q2 		$3K Buy
+100
New +$3.6K ﹤0.01% 280

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $528B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return