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Estate Counselors’s Williams Companies WMB Stock Holding History

Estate Counselors’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
Q1 		– Sell
-31,165
Closed -$1.03M – 172
2022
Q4 		$1.03M Buy
31,165
+205
+0.7% +$6.67K 0.14% 103
2022
Q3 		$886K Buy
+30,960
New +$1.01M 0.14% 90

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
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 $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Estate Counselors's WMB Position: Q1 2023 in Review

Estate Counselors sold out of Williams Companies (WMB) in Q1 2023, closing a stake of 31,165 shares — an estimated $1.03M sold.

Estate Counselors first reported a position in WMB in Q3 2022 and held it in 2 quarters. The position peaked at $1.03M in Q4 2022. 1,136 funds tracked by Wall St. Rank hold WMB as of Q1 2023.

  • Estate Counselors reported no remaining Williams Companies position as of Q1 2023 after selling out during the quarter.
  • Estate Counselors sold 31,165 Williams Companies shares in Q1 2023, an estimated $1.03M.
  • Estate Counselors first reported a position in Williams Companies in Q3 2022 and held it in 2 quarters.
  • Estate Counselors's Williams Companies position peaked at $1.03M in Q4 2022.
  • 1,136 funds tracked by Wall St. Rank held Williams Companies as of Q1 2023.

Based on Estate Counselors's 13F filing for Q1 2023, filed 4 May 2023.