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C2C Wealth Management’s Williams Companies WMB Stock Holding History

C2C 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
2023
Q4 		– Sell
-19,705
Closed -$649K – 229
2023
Q3 		$649K Hold
19,705
– – 0.09% 112
2023
Q2 		$653K Sell
19,705
-765
-4% -$23K 0.09% 122
2023
Q1 		$621K Buy
+20,470
New +$632K 0.1% 125

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

C2C Wealth Management's WMB Position: Q4 2023 in Review

C2C Wealth Management sold out of Williams Companies (WMB) in Q4 2023, closing a stake of 19,705 shares — an estimated $649K sold.

C2C Wealth Management first reported a position in WMB in Q1 2023 and held it in 3 quarters. The position peaked at $653K in Q2 2023. 1,235 funds tracked by Wall St. Rank hold WMB as of Q4 2023.

  • C2C Wealth Management reported no remaining Williams Companies position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 19,705 Williams Companies shares in Q4 2023, an estimated $649K.
  • C2C Wealth Management first reported a position in Williams Companies in Q1 2023 and held it in 3 quarters.
  • C2C Wealth Management's Williams Companies position peaked at $653K in Q2 2023.
  • 1,235 funds tracked by Wall St. Rank held Williams Companies as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.