Center for Financial Planning’s Williams Companies WMB Stock Holding History

Center for Financial Planning’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 Q3	–	Sell	-61	Closed	-$1.99K	–	579
2023 Q2	$1.99K	Buy	+61	New	+$1.83K	﹤0.01%	493
2020 Q4	–	Sell	-520	Closed	-$10K	–	490
2020 Q3	$10K	Buy	+520	New	+$10.6K	﹤0.01%	310
2020 Q2	–	Sell	-169	Closed	-$2K	–	585
2020 Q1	$2K	Buy	+169	New	+$3.27K	﹤0.01%	516

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Center for Financial Planning's WMB Position: Q3 2023 in Review

Center for Financial Planning sold out of Williams Companies (WMB) in Q3 2023, closing a stake of 61 shares — an estimated $1.99K sold.

Center for Financial Planning first reported a position in WMB in Q1 2020 and held it in 3 quarters. The position peaked at $10K in Q3 2020. 1,144 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

Center for Financial Planning reported no remaining Williams Companies position as of Q3 2023 after selling out during the quarter.
Center for Financial Planning sold 61 Williams Companies shares in Q3 2023, an estimated $1.99K.
Center for Financial Planning first reported a position in Williams Companies in Q1 2020 and held it in 3 quarters.
Center for Financial Planning's Williams Companies position peaked at $10K in Q3 2020.
1,144 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.