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EP
Eudaimonia Partners’s
Williams Companies
WMB
Stock Holding History
Eudaimonia Partners’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
Q4
–
Sell
-7,775
Closed
-$262K
–
344
2023
Q3
$262K
Sell
7,775
-36
-0.5%
-$1.23K
0.06%
256
2023
Q2
$255K
Buy
7,811
+450
+6%
+$13.5K
0.06%
282
2023
Q1
$220K
Sell
7,361
-319
-4%
-$9.85K
0.05%
307
2022
Q4
$253K
Sell
7,680
-92
-1%
-$3K
0.06%
283
2022
Q3
$223K
Sell
7,772
-274
-3%
-$8.93K
0.06%
288
2022
Q2
$251K
Buy
8,046
+1,936
+32%
+$66.8K
0.05%
324
2022
Q1
$204K
Buy
+6,110
New
+$187K
0.03%
381
2021
Q2
–
Sell
-1,882
Closed
-$45K
–
1386
2021
Q1
$45K
Buy
1,882
+322
+21%
+$7.31K
0.01%
677
2020
Q4
$31K
Hold
1,560
–
–
0.01%
754
2020
Q3
$31K
Buy
+1,560
New
+$31.8K
0.01%
682
2020
Q2
–
Sell
-1,490
Closed
-$21K
–
764
2020
Q1
$21K
Buy
+1,490
New
+$28.9K
0.01%
651
Other funds holding WMB
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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