Column Capital Advisors’s Williams Companies WMB Stock Holding History

Column Capital Advisors’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 Q2	–	Sell	-689	Closed	-$20.6K	–	846
2023 Q1	$20.6K	Buy	+689	New	+$21.3K	﹤0.01%	443
2020 Q3	–	Sell	-50	Closed	–	–	879
2020 Q2	$0	Sell	50 -4	-7%	-$74	﹤0.01%	923
2020 Q1	$1K	Hold	54	–	–	﹤0.01%	690
2019 Q4	$1K	Buy	+54	New	+$1.24K	﹤0.01%	709

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Column Capital Advisors's WMB Position: Q2 2023 in Review

Column Capital Advisors sold out of Williams Companies (WMB) in Q2 2023, closing a stake of 689 shares — an estimated $20.6K sold.

Column Capital Advisors first reported a position in WMB in Q4 2019 and held it in 4 quarters. The position peaked at $20.6K in Q1 2023. 1,145 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

Column Capital Advisors reported no remaining Williams Companies position as of Q2 2023 after selling out during the quarter.
Column Capital Advisors sold 689 Williams Companies shares in Q2 2023, an estimated $20.6K.
Column Capital Advisors first reported a position in Williams Companies in Q4 2019 and held it in 4 quarters.
Column Capital Advisors's Williams Companies position peaked at $20.6K in Q1 2023.
1,145 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on Column Capital Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.