BCA
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Bray Capital Advisors’s Williams Companies WMB Stock Holding History

Bray Capital 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
2022
Q4 		– Sell
-1,000
Closed -$29K – 293
2022
Q3 		$29K Buy
+1,000
New +$32.6K 0.01% 211
2018
Q4 		– Sell
-4,000
Closed -$109K – 382
2018
Q3 		$109K Hold
4,000
– – 0.05% 171
2018
Q2 		$108K Buy
4,000
+2,000
+100% +$52.7K 0.05% 168
2018
Q1 		$50K Buy
+2,000
New +$59K 0.02% 206
2017
Q4 		– Sell
-7,500
Closed -$225K – 138
2017
Q3 		$225K Hold
7,500
– – 0.12% 109
2017
Q2 		$227K Hold
7,500
– – 0.12% 104
2017
Q1 		$222K Buy
+7,500
New +$217K 0.13% 106

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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 $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return