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DSC Advisors’s Williams Companies WMB Stock Holding History

DSC 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
2022
Q4 		– Sell
-12,851
Closed -$368K – 92
2022
Q3 		$368K Sell
12,851
-905
-7% -$29.5K 0.38% 54
2022
Q2 		$429K Sell
13,756
-976
-7% -$33.7K 0.43% 43
2022
Q1 		$492K Buy
+14,732
New +$450K 0.17% 52

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSC Advisors's WMB Position: Q4 2022 in Review

DSC Advisors sold out of Williams Companies (WMB) in Q4 2022, closing a stake of 12,851 shares — an estimated $368K sold.

DSC Advisors first reported a position in WMB in Q1 2022 and held it in 3 quarters. The position peaked at $492K in Q1 2022. 1,149 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

  • DSC Advisors reported no remaining Williams Companies position as of Q4 2022 after selling out during the quarter.
  • DSC Advisors sold 12,851 Williams Companies shares in Q4 2022, an estimated $368K.
  • DSC Advisors first reported a position in Williams Companies in Q1 2022 and held it in 3 quarters.
  • DSC Advisors's Williams Companies position peaked at $492K in Q1 2022.
  • 1,149 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

Based on DSC Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.