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Benedetti & Gucer’s Williams Companies WMB Stock Holding History

Benedetti & Gucer’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 		$766K Sell
19,651
-355
-2% -$12.6K 0.38% 49
2023
Q4 		$697K Sell
20,006
-681
-3% -$23.9K 0.37% 52
2023
Q3 		$697K Sell
20,687
-236
-1% -$8.05K 0.38% 52
2023
Q2 		$683K Buy
20,923
+2,200
+12% +$66K 0.35% 56
2023
Q1 		$559K Buy
+18,723
New +$578K 0.32% 58

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
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 $1.56T 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

Benedetti & Gucer's WMB Position: Q1 2024 in Review

Benedetti & Gucer reduced its Williams Companies (WMB) stake by 1.8% in Q1 2024, selling an estimated $12.6K and leaving 19,651 shares worth $766K. The position accounts for 0.38% of the portfolio, ranked #49.

Benedetti & Gucer first reported a position in WMB in Q1 2023 and has held it in 5 quarters since. 1,246 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

  • Benedetti & Gucer held 19,651 shares of Williams Companies worth $766K as of Q1 2024.
  • Benedetti & Gucer sold 355 Williams Companies shares in Q1 2024, an estimated $12.6K.
  • Williams Companies made up 0.38% of Benedetti & Gucer's portfolio in Q1 2024, its #49 holding.
  • Benedetti & Gucer first reported a position in Williams Companies in Q1 2023 and has held it in 5 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.