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Bivin & Associates’s Williams Companies WMB Stock Holding History

Bivin & Associates’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 		$74K Hold
2,373
– – 0.08% 62
2022
Q1 		$79K Hold
2,373
– – 0.07% 64
2021
Q4 		$62K Buy
+2,373
New +$65.6K 0.05% 80

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bivin & Associates's WMB Position: Q2 2022 in Review

Bivin & Associates held its Williams Companies (WMB) position steady in Q2 2022 at 2,373 shares worth $74K. The position accounts for 0.08% of the portfolio, ranked #62.

Bivin & Associates first reported a position in WMB in Q4 2021 and has held it in 3 quarters since. The position peaked at $79K in Q1 2022. 1,122 funds tracked by Wall St. Rank hold WMB as of Q2 2022.

  • Bivin & Associates held 2,373 shares of Williams Companies worth $74K as of Q2 2022.
  • Bivin & Associates left its Williams Companies share count unchanged in Q2 2022.
  • Williams Companies made up 0.08% of Bivin & Associates's portfolio in Q2 2022, its #62 holding.
  • Bivin & Associates first reported a position in Williams Companies in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Williams Companies position peaked at $79K in Q1 2022.
  • 1,122 funds tracked by Wall St. Rank held Williams Companies as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.