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Curi Wealth Management’s Williams Companies WMB Stock Holding History

Curi Wealth 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
2024
Q1 		– Sell
-6,381
Closed -$222K – 153
2023
Q4 		$222K Sell
6,381
-35
-0.5% -$1.23K 0.03% 146
2023
Q3 		$216K Sell
6,416
-576
-8% -$19.7K 0.03% 139
2023
Q2 		$228K Sell
6,992
-712
-9% -$21.4K 0.03% 158
2023
Q1 		$230K Sell
7,704
-493
-6% -$15.2K 0.03% 148
2022
Q4 		$270K Buy
8,197
+986
+14% +$32.1K 0.04% 158
2022
Q3 		$206K Buy
7,211
+6,495
+907% +$212K 0.03% 175
2022
Q2 		$22K Buy
716
+292
+69% +$10.1K ﹤0.01% 297
2022
Q1 		$14K Hold
424
– – ﹤0.01% 319
2021
Q4 		$11K Buy
+424
New +$11.7K ﹤0.01% 313
2021
Q1 		– Sell
-490
Closed -$9K – 491
2020
Q4 		$9K Buy
+490
New +$9.93K 0.01% 267

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

Curi Wealth Management's WMB Position: Q1 2024 in Review

Curi Wealth Management sold out of Williams Companies (WMB) in Q1 2024, closing a stake of 6,381 shares — an estimated $222K sold.

Curi Wealth Management first reported a position in WMB in Q4 2020 and held it in 10 quarters. The position peaked at $270K in Q4 2022. 1,247 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

  • Curi Wealth Management reported no remaining Williams Companies position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 6,381 Williams Companies shares in Q1 2024, an estimated $222K.
  • Curi Wealth Management first reported a position in Williams Companies in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Williams Companies position peaked at $270K in Q4 2022.
  • 1,247 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.