EA Series Trust’s Williams Companies WMB Stock Holding History

EA Series Trust’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 Q2	$9.35M	Buy	+286,575	New	+$8.6M	0.33%	41

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

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EA Series Trust's WMB Position: Q2 2023 in Review

EA Series Trust opened a new position in Williams Companies (WMB) in Q2 2023: 286,575 shares worth $9.35M. The stake represents 0.33% of the portfolio and ranks #41 among its holdings.

1,145 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

EA Series Trust held 286,575 shares of Williams Companies worth $9.35M as of Q2 2023.
Williams Companies was a new EA Series Trust position in Q2 2023.
Williams Companies made up 0.33% of EA Series Trust's portfolio in Q2 2023, its #41 holding.
1,145 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.