Danda Trouve Investment Management’s Williams Companies WMB Stock Holding History

Danda Trouve Investment 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
2022 Q3	$219K	Sell	7,638 -335	-4%	-$10.9K	0.41%	20
2022 Q2	$249K	Buy	7,973 +47	+0.6%	+$1.62K	0.38%	23
2022 Q1	$265K	Sell	7,926 -189	-2%	-$5.78K	0.33%	27
2021 Q4	$211K	Sell	8,115 -2,036	-20%	-$56.3K	0.24%	31
2021 Q3	$263K	Sell	10,151 -4,167	-29%	-$105K	0.32%	35
2021 Q2	$380K	Sell	14,318 -520	-4%	-$13.3K	0.45%	36
2021 Q1	$352K	Buy	14,838 +191	+1%	+$4.34K	0.43%	38
2020 Q4	$294K	Buy	14,647 +215	+1%	+$4.36K	0.36%	39
2020 Q3	$284K	Sell	14,432 -459	-3%	-$9.35K	0.39%	34
2020 Q2	$283K	Buy	14,891 +250	+2%	+$4.65K	0.43%	31
2020 Q1	$207K	Buy	14,641 +320	+2%	+$6.2K	0.43%	26
2019 Q4	$340K	Buy	+14,321	New	+$328K	0.49%	30

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Danda Trouve Investment Management's WMB Position: Q3 2022 in Review

Danda Trouve Investment Management reduced its Williams Companies (WMB) stake by 4.2% in Q3 2022, selling an estimated $10.9K and leaving 7,638 shares worth $219K. The position accounts for 0.41% of the portfolio, ranked #20.

Danda Trouve Investment Management first reported a position in WMB in Q4 2019 and has held it in 12 quarters since. The position peaked at $380K in Q2 2021. 1,097 funds tracked by Wall St. Rank hold WMB as of Q3 2022.

Danda Trouve Investment Management held 7,638 shares of Williams Companies worth $219K as of Q3 2022.
Danda Trouve Investment Management sold 335 Williams Companies shares in Q3 2022, an estimated $10.9K.
Williams Companies made up 0.41% of Danda Trouve Investment Management's portfolio in Q3 2022, its #20 holding.
Danda Trouve Investment Management first reported a position in Williams Companies in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's Williams Companies position peaked at $380K in Q2 2021.
1,097 funds tracked by Wall St. Rank held Williams Companies as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.