B. Riley Wealth Management’s Williams Companies WMB Stock Holding History

B. Riley Wealth 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
2022 Q2	$3.08M	Buy	98,583 +84,590	+605%	+$2.92M	0.32%	66
2022 Q1	$468K	Buy	13,993 +2,067	+17%	+$63.2K	0.04%	342
2021 Q4	$311K	Buy	11,926 +2,384	+25%	+$65.9K	0.02%	465
2021 Q3	$248K	Buy	+9,542	New	+$240K	0.02%	501
2020 Q3	–	Sell	-14,174	Closed	-$270K	–	543
2020 Q2	$270K	Sell	14,174 -152,046	-91%	-$2.83M	0.03%	321
2020 Q1	$2.35M	Buy	166,220 +115,602	+228%	+$2.24M	0.25%	97
2019 Q4	$1.2M	Buy	50,618 +6,866	+16%	+$157K	0.18%	122
2019 Q3	$1.05M	Sell	43,752 -356	-0.8%	-$8.97K	0.18%	126
2019 Q2	$1.24M	Sell	44,108 -357	-0.8%	-$9.92K	0.19%	105
2019 Q1	$1.28M	Sell	44,465 -350	-0.8%	-$9.38K	0.22%	103
2018 Q4	$988K	Buy	44,815 +1,700	+4%	+$42.5K	0.21%	113
2018 Q3	$1.17M	Buy	+43,115	New	+$1.25M	0.29%	85
2015 Q3	–	Sell	-150	Closed	-$8K	–	754
2015 Q2	$8K	Sell	150 -2,480	-94%	-$128K	0.01%	790
2015 Q1	$133K	Buy	2,630 +1,480	+129%	+$68.6K	0.1%	240
2014 Q4	$51K	Sell	1,150 -2,500	-68%	-$128K	0.04%	393
2014 Q3	$202K	Buy	3,650 +2,650	+265%	+$152K	0.15%	189
2014 Q2	$58K	Buy	1,000 +850	+567%	+$39.4K	0.04%	441
2014 Q1	$6K	Buy	+150	New	+$6.08K	﹤0.01%	868

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 $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Management's WMB Position: Q2 2022 in Review

B. Riley Wealth Management increased its Williams Companies (WMB) stake by 605% in Q2 2022, buying an estimated $2.92M and bringing the position to 98,583 shares worth $3.08M. The position accounts for 0.32% of the portfolio, ranked #66.

B. Riley Wealth Management first reported a position in WMB in Q1 2014 and has held it in 18 quarters since. 1,123 funds tracked by Wall St. Rank hold WMB as of Q2 2022.

B. Riley Wealth Management held 98,583 shares of Williams Companies worth $3.08M as of Q2 2022.
B. Riley Wealth Management bought 84,590 Williams Companies shares in Q2 2022, an estimated $2.92M.
Williams Companies made up 0.32% of B. Riley Wealth Management's portfolio in Q2 2022, its #66 holding.
B. Riley Wealth Management first reported a position in Williams Companies in Q1 2014 and has held it in 18 quarters since.
1,123 funds tracked by Wall St. Rank held Williams Companies as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.