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Brophy Wealth Management’s Williams Companies WMB Stock Holding History

Brophy Wealth Management’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
Q3 		$240K Buy
+5,266
New +$231K 0.09% 193

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Brophy Wealth Management's WMB Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Williams Companies (WMB) in Q3 2024: 5,266 shares worth $240K. The stake represents 0.09% of the portfolio and ranks #193 among its holdings.

1,341 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • Brophy Wealth Management held 5,266 shares of Williams Companies worth $240K as of Q3 2024.
  • Williams Companies was a new Brophy Wealth Management position in Q3 2024.
  • Williams Companies made up 0.09% of Brophy Wealth Management's portfolio in Q3 2024, its #193 holding.
  • 1,341 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.