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Arlington Partners’s Williams Companies WMB Stock Holding History

Arlington Partners’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
Q1 		– Sell
-306
Closed -$10.7K – 249
2023
Q4 		$10.7K Hold
306
– – ﹤0.01% 213
2023
Q3 		$10.3K Hold
306
– – ﹤0.01% 235
2023
Q2 		$9.98K Hold
306
– – ﹤0.01% 465
2023
Q1 		$9.14K Hold
306
– – ﹤0.01% 428
2022
Q4 		$10.1K Hold
306
– – ﹤0.01% 360
2022
Q3 		$9K Hold
306
– – ﹤0.01% 314
2022
Q2 		$10K Hold
306
– – ﹤0.01% 378
2022
Q1 		$10K Hold
306
– – ﹤0.01% 384
2021
Q4 		$8K Buy
+306
New +$8.46K ﹤0.01% 518
2020
Q2 		– Sell
-1,690
Closed -$24K – 292
2020
Q1 		$24K Hold
1,690
– – 0.01% 150
2019
Q4 		$40K Buy
+1,690
New +$38.7K 0.02% 134
2019
Q1 		– Sell
-1,690
Closed -$37K – 241
2018
Q4 		$37K Sell
1,690
-899
-35% -$22.5K 0.02% 125
2018
Q3 		$70K Buy
+2,589
New +$75.1K 0.05% 110

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return