Financial Advantage’s Williams Companies WMB Stock Holding History

Financial Advantage’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 Q2	–	Sell	-227	Closed	-$7K	–	145
2022 Q1	$7K	Buy	+227	New	+$6.94K	0.01%	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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Financial Advantage's WMB Position: Q2 2022 in Review

Financial Advantage sold out of Williams Companies (WMB) in Q2 2022, closing a stake of 227 shares — an estimated $7K sold.

Financial Advantage first reported a position in WMB in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 1,121 funds tracked by Wall St. Rank hold WMB as of Q2 2022.

Financial Advantage reported no remaining Williams Companies position as of Q2 2022 after selling out during the quarter.
Financial Advantage sold 227 Williams Companies shares in Q2 2022, an estimated $7K.
Financial Advantage first reported a position in Williams Companies in Q1 2022 and held it in 1 quarter.
Financial Advantage's Williams Companies position peaked at $7K in Q1 2022.
1,121 funds tracked by Wall St. Rank held Williams Companies as of Q2 2022.

Based on Financial Advantage's 13F filing for Q2 2022, filed 1 Aug 2022.