EdgeRock Capital’s Williams Companies WMB Stock Holding History

EdgeRock Capital’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	-1,195	Closed	-$34K	–	395
2022 Q3	$34K	Buy	+1,195	New	+$38.9K	0.02%	124

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

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

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

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

EdgeRock Capital's WMB Position: Q4 2022 in Review

EdgeRock Capital sold out of Williams Companies (WMB) in Q4 2022, closing a stake of 1,195 shares — an estimated $34K sold.

EdgeRock Capital first reported a position in WMB in Q3 2022 and held it in 1 quarter. The position peaked at $34K in Q3 2022. 1,149 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

EdgeRock Capital reported no remaining Williams Companies position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 1,195 Williams Companies shares in Q4 2022, an estimated $34K.
EdgeRock Capital first reported a position in Williams Companies in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Williams Companies position peaked at $34K in Q3 2022.
1,149 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

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