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Bedel Financial Consulting’s Williams Companies WMB Stock Holding History

Bedel Financial Consulting’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
Q1 		– Sell
-213
Closed -$6K – 1076
2021
Q4 		$6K Sell
213
-109
-34% -$3.01K ﹤0.01% 764
2021
Q3 		$8K Hold
322
– – ﹤0.01% 713
2021
Q2 		$9K Sell
322
-580
-64% -$14.9K ﹤0.01% 703
2021
Q1 		$21K Buy
902
+800
+784% +$18.2K 0.01% 511
2020
Q4 		$2K Hold
102
– – ﹤0.01% 773
2020
Q3 		$2K Hold
102
– – ﹤0.01% 746
2020
Q2 		$2K Hold
102
– – ﹤0.01% 714
2020
Q1 		$1K Hold
102
– – ﹤0.01% 774
2019
Q4 		$2K Hold
102
– – ﹤0.01% 701
2019
Q3 		$2K Buy
+102
New +$2.57K ﹤0.01% 679

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bedel Financial Consulting's WMB Position: Q1 2022 in Review

Bedel Financial Consulting sold out of Williams Companies (WMB) in Q1 2022, closing a stake of 213 shares — an estimated $6K sold.

Bedel Financial Consulting first reported a position in WMB in Q3 2019 and held it in 10 quarters. The position peaked at $21K in Q1 2021. 1,103 funds tracked by Wall St. Rank hold WMB as of Q1 2022.

  • Bedel Financial Consulting reported no remaining Williams Companies position as of Q1 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 213 Williams Companies shares in Q1 2022, an estimated $6K.
  • Bedel Financial Consulting first reported a position in Williams Companies in Q3 2019 and held it in 10 quarters.
  • Bedel Financial Consulting's Williams Companies position peaked at $21K in Q1 2021.
  • 1,103 funds tracked by Wall St. Rank held Williams Companies as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.