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Beacon Capital Management Inc (Ohio)’s Williams Companies WMB Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q3 		– Sell
-232
Closed -$7K – 116
2022
Q2 		$7K Buy
+232
New +$8.01K ﹤0.01% 64
2020
Q2 		– Sell
-80
Closed -$1K – 116
2020
Q1 		$1K Buy
+80
New +$1.55K ﹤0.01% 106

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s WMB Position: Q3 2022 in Review

Beacon Capital Management Inc (Ohio) sold out of Williams Companies (WMB) in Q3 2022, closing a stake of 232 shares — an estimated $7K sold.

Beacon Capital Management Inc (Ohio) first reported a position in WMB in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 1,097 funds tracked by Wall St. Rank hold WMB as of Q3 2022.

  • Beacon Capital Management Inc (Ohio) reported no remaining Williams Companies position as of Q3 2022 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 232 Williams Companies shares in Q3 2022, an estimated $7K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Williams Companies in Q1 2020 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s Williams Companies position peaked at $7K in Q2 2022.
  • 1,097 funds tracked by Wall St. Rank held Williams Companies as of Q3 2022.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2022, filed 11 Oct 2022.