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D'Orazio & Associates’s Williams Companies WMB Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-1,584
Closed -$41K – 712
2021
Q3 		$41K Buy
+1,584
New +$39.9K 0.01% 235
2021
Q1 		– Sell
-2,304
Closed -$46K – 422
2020
Q4 		$46K Buy
+2,304
New +$46.7K 0.01% 159
2018
Q2 		– Sell
-200
Closed -$5K – 298
2018
Q1 		$5K Sell
200
-72
-26% -$2.13K ﹤0.01% 239
2017
Q4 		$8K Buy
+272
New +$7.91K ﹤0.01% 240

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

D'Orazio & Associates's WMB Position: Q4 2021 in Review

D'Orazio & Associates sold out of Williams Companies (WMB) in Q4 2021, closing a stake of 1,584 shares — an estimated $41K sold.

D'Orazio & Associates first reported a position in WMB in Q4 2017 and held it in 4 quarters. The position peaked at $46K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold WMB as of Q4 2021.

  • D'Orazio & Associates reported no remaining Williams Companies position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 1,584 Williams Companies shares in Q4 2021, an estimated $41K.
  • D'Orazio & Associates first reported a position in Williams Companies in Q4 2017 and held it in 4 quarters.
  • D'Orazio & Associates's Williams Companies position peaked at $46K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held Williams Companies as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.