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Aquila Investment Management’s Williams Companies WMB Stock Holding History

Aquila Investment 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
Q3 		$685K Hold
15,000
– – 0.76% 41
2024
Q2 		$638K Buy
+15,000
New +$602K 0.6% 53

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aquila Investment Management's WMB Position: Q3 2024 in Review

Aquila Investment Management held its Williams Companies (WMB) position steady in Q3 2024 at 15,000 shares worth $685K. The position accounts for 0.76% of the portfolio, ranked #41.

Aquila Investment Management first reported a position in WMB in Q2 2024 and has held it in 2 quarters since. 1,343 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • Aquila Investment Management held 15,000 shares of Williams Companies worth $685K as of Q3 2024.
  • Aquila Investment Management left its Williams Companies share count unchanged in Q3 2024.
  • Williams Companies made up 0.76% of Aquila Investment Management's portfolio in Q3 2024, its #41 holding.
  • Aquila Investment Management first reported a position in Williams Companies in Q2 2024 and has held it in 2 quarters since.
  • 1,343 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.