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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bray Capital Advisors's WMB Position: Q4 2022 in Review

Bray Capital Advisors sold out of Williams Companies (WMB) in Q4 2022, closing a stake of 1,000 shares — an estimated $29K sold.

Bray Capital Advisors first reported a position in WMB in Q1 2017 and held it in 7 quarters. The position peaked at $227K in Q2 2017. 1,149 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

Bray Capital Advisors reported no remaining Williams Companies position as of Q4 2022 after selling out during the quarter.
Bray Capital Advisors sold 1,000 Williams Companies shares in Q4 2022, an estimated $29K.
Bray Capital Advisors first reported a position in Williams Companies in Q1 2017 and held it in 7 quarters.
Bray Capital Advisors's Williams Companies position peaked at $227K in Q2 2017.
1,149 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

Based on Bray Capital Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.