BDO Wealth Advisors’s Williams Companies WMB Stock Holding History

BDO Wealth Advisors’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	-1,977	Closed	-$59K	–	1066
2023 Q1	$59K	Buy	+1,977	New	+$61.1K	0.01%	395
2022 Q3	–	Sell	-73	Closed	-$2K	–	1145
2022 Q2	$2K	Hold	73	–	–	﹤0.01%	926
2022 Q1	$2K	Sell	73 -70	-49%	-$2.14K	﹤0.01%	949
2021 Q4	$4K	Buy	143 +70	+96%	+$1.94K	﹤0.01%	883
2021 Q3	$2K	Hold	73	–	–	﹤0.01%	966
2021 Q2	$2K	Hold	73	–	–	﹤0.01%	1012
2021 Q1	$2K	Hold	73	–	–	﹤0.01%	1020
2020 Q4	$1K	Hold	73	–	–	﹤0.01%	895
2020 Q3	$1K	Buy	+73	New	+$1.49K	﹤0.01%	838
2018 Q3	–	Sell	-31	Closed	-$1K	–	665
2018 Q2	$1K	Hold	31	–	–	﹤0.01%	629
2018 Q1	$1K	Hold	31	–	–	﹤0.01%	559
2017 Q4	$1K	Buy	+31	New	+$902	﹤0.01%	478

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BDO Wealth Advisors's WMB Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Williams Companies (WMB) in Q2 2023, closing a stake of 1,977 shares — an estimated $59K sold.

BDO Wealth Advisors first reported a position in WMB in Q4 2017 and held it in 12 quarters. The position peaked at $59K in Q1 2023. 1,145 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

BDO Wealth Advisors reported no remaining Williams Companies position as of Q2 2023 after selling out during the quarter.
BDO Wealth Advisors sold 1,977 Williams Companies shares in Q2 2023, an estimated $59K.
BDO Wealth Advisors first reported a position in Williams Companies in Q4 2017 and held it in 12 quarters.
BDO Wealth Advisors's Williams Companies position peaked at $59K in Q1 2023.
1,145 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.