Center For Asset Management’s Williams Companies WMB Stock Holding History

Center For Asset 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	-15,411	Closed	-$519K	–	110
2023 Q3	$519K	Sell	15,411 -180	-1%	-$6.14K	0.52%	44
2023 Q2	$509K	Sell	15,591 -8,003	-34%	-$240K	0.48%	50
2023 Q1	$705K	Buy	23,594 +23	+0.1%	+$710	0.69%	39
2022 Q4	$775K	Buy	23,571 +613	+3%	+$20K	0.72%	37
2022 Q3	$657K	Sell	22,958 -623	-3%	-$20.3K	0.65%	36
2022 Q2	$736K	Buy	23,581 +9,956	+73%	+$344K	0.68%	32
2022 Q1	$455K	Buy	13,625 +2,358	+21%	+$72.1K	0.35%	56
2021 Q4	$293K	Buy	+11,267	New	+$311K	0.22%	88

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Center For Asset Management's WMB Position: Q4 2023 in Review

Center For Asset Management sold out of Williams Companies (WMB) in Q4 2023, closing a stake of 15,411 shares — an estimated $519K sold.

Center For Asset Management first reported a position in WMB in Q4 2021 and held it in 8 quarters. The position peaked at $775K in Q4 2022. 1,234 funds tracked by Wall St. Rank hold WMB as of Q4 2023.

Center For Asset Management reported no remaining Williams Companies position as of Q4 2023 after selling out during the quarter.
Center For Asset Management sold 15,411 Williams Companies shares in Q4 2023, an estimated $519K.
Center For Asset Management first reported a position in Williams Companies in Q4 2021 and held it in 8 quarters.
Center For Asset Management's Williams Companies position peaked at $775K in Q4 2022.
1,234 funds tracked by Wall St. Rank held Williams Companies as of Q4 2023.

Based on Center For Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.