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Credential Qtrade Securities’s Williams Companies WMB Stock Holding History

Credential Qtrade Securities’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
2024
Q1 		$3.14M Buy
80,651
+2,417
+3% +$85.9K 0.17% 67
2023
Q4 		$2.72M Sell
78,234
-6,321
-7% -$222K 0.16% 71
2023
Q3 		$2.85M Sell
84,555
-1,981
-2% -$67.6K 0.19% 70
2023
Q2 		$2.82M Sell
86,536
-1,670
-2% -$50.1K 0.18% 71
2023
Q1 		$2.63M Buy
88,206
+6,344
+8% +$196K 0.17% 73
2022
Q4 		$2.69M Sell
81,862
-801
-1% -$26.1K 0.19% 72
2022
Q3 		$2.37M Buy
82,663
+2,467
+3% +$80.4K 0.18% 67
2022
Q2 		$2.5M Sell
80,196
-11,394
-12% -$393K 0.18% 67
2022
Q1 		$3.06M Buy
91,590
+55,321
+153% +$1.69M 0.19% 64
2021
Q4 		$944K Buy
36,269
+3,750
+12% +$104K 0.06% 141
2021
Q3 		$844K Buy
32,519
+4,349
+15% +$110K 0.07% 132
2021
Q2 		$748K Buy
28,170
+7,390
+36% +$189K 0.06% 141
2021
Q1 		$492K Buy
+20,780
New +$472K 0.04% 163

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Credential Qtrade Securities's WMB Position: Q1 2024 in Review

Credential Qtrade Securities increased its Williams Companies (WMB) stake by 3.1% in Q1 2024, buying an estimated $85.9K and bringing the position to 80,651 shares worth $3.14M. The position accounts for 0.17% of the portfolio, ranked #67.

Credential Qtrade Securities first reported a position in WMB in Q1 2021 and has held it in 13 quarters since. 1,248 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

  • Credential Qtrade Securities held 80,651 shares of Williams Companies worth $3.14M as of Q1 2024.
  • Credential Qtrade Securities bought 2,417 Williams Companies shares in Q1 2024, an estimated $85.9K.
  • Williams Companies made up 0.17% of Credential Qtrade Securities's portfolio in Q1 2024, its #67 holding.
  • Credential Qtrade Securities first reported a position in Williams Companies in Q1 2021 and has held it in 13 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.