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	–	409
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	–	207
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 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 $3.38T AUM 44.17% 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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Antonetti Capital Management's WMB Position: Q2 2023 in Review

Antonetti Capital Management sold out of Williams Companies (WMB) in Q2 2023, closing a stake of 1,800 shares — an estimated $53.7K sold.

Antonetti Capital Management first reported a position in WMB in Q2 2013 and held it in 9 quarters. The position peaked at $160K in Q3 2021. 1,144 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

Antonetti Capital Management reported no remaining Williams Companies position as of Q2 2023 after selling out during the quarter.
Antonetti Capital Management sold 1,800 Williams Companies shares in Q2 2023, an estimated $53.7K.
Antonetti Capital Management first reported a position in Williams Companies in Q2 2013 and held it in 9 quarters.
Antonetti Capital Management's Williams Companies position peaked at $160K in Q3 2021.
1,144 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on Antonetti Capital Management's 13F filing for Q2 2023, filed 31 Jul 2023.