DWA
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Delos Wealth Advisors’s Williams Companies WMB Stock Holding History

Delos Wealth 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
Q4 		– Sell
-400
Closed -$13.8K – 384
2023
Q3 		$13.8K Hold
400
– – 0.02% 125
2023
Q2 		$13.1K Hold
400
– – 0.02% 123
2023
Q1 		$11.9K Hold
400
– – 0.02% 125
2022
Q4 		$13.2K Hold
400
– – 0.02% 126
2022
Q3 		$11K Hold
400
– – 0.01% 133
2022
Q2 		$12K Hold
400
– – 0.01% 130
2022
Q1 		$13K Hold
400
– – 0.01% 152
2021
Q4 		$10K Buy
+400
New +$11.1K 0.01% 221

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return