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Carmel Capital Partners’s Williams Companies WMB Stock Holding History

Carmel Capital Partners’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
-928
Closed -$31.3K – 710
2023
Q3 		$31.3K Buy
+928
New +$31.7K 0.01% 293

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 $3.38T AUM 44.17% 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

Carmel Capital Partners's WMB Position: Q4 2023 in Review

Carmel Capital Partners sold out of Williams Companies (WMB) in Q4 2023, closing a stake of 928 shares — an estimated $31.3K sold.

Carmel Capital Partners first reported a position in WMB in Q3 2023 and held it in 1 quarter. The position peaked at $31.3K in Q3 2023. 1,234 funds tracked by Wall St. Rank hold WMB as of Q4 2023.

  • Carmel Capital Partners reported no remaining Williams Companies position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 928 Williams Companies shares in Q4 2023, an estimated $31.3K.
  • Carmel Capital Partners first reported a position in Williams Companies in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Williams Companies position peaked at $31.3K in Q3 2023.
  • 1,234 funds tracked by Wall St. Rank held Williams Companies as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.