Financial Enhancement Group’s Williams Companies WMB Stock Holding History

Financial Enhancement Group’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	-300	Closed	-$9K	–	327
2022 Q3	$9K	Hold	300	–	–	﹤0.01%	197
2022 Q2	$9K	Hold	300	–	–	﹤0.01%	193
2022 Q1	$10K	Hold	300	–	–	﹤0.01%	193
2021 Q4	$8K	Hold	300	–	–	﹤0.01%	208
2021 Q3	$8K	Hold	300	–	–	﹤0.01%	211
2021 Q2	$8K	Hold	300	–	–	﹤0.01%	195
2021 Q1	$7K	Hold	300	–	–	﹤0.01%	197
2020 Q4	$6K	Hold	300	–	–	﹤0.01%	219
2020 Q3	$6K	Hold	300	–	–	﹤0.01%	184
2020 Q2	$6K	Hold	300	–	–	﹤0.01%	190
2020 Q1	$4K	Hold	300	–	–	﹤0.01%	228
2019 Q4	$7K	Hold	300	–	–	﹤0.01%	205
2019 Q3	$7K	Hold	300	–	–	﹤0.01%	213
2019 Q2	$8K	Hold	300	–	–	﹤0.01%	204
2019 Q1	$9K	Hold	300	–	–	﹤0.01%	225
2018 Q4	$8K	Hold	300	–	–	﹤0.01%	198
2018 Q3	$8K	Hold	300	–	–	﹤0.01%	198
2018 Q2	$8K	Hold	300	–	–	﹤0.01%	188
2018 Q1	$7K	Buy	+300	New	+$8.85K	﹤0.01%	199

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Enhancement Group's WMB Position: Q4 2022 in Review

Financial Enhancement Group sold out of Williams Companies (WMB) in Q4 2022, closing a stake of 300 shares — an estimated $9K sold.

Financial Enhancement Group first reported a position in WMB in Q1 2018 and held it in 19 quarters. The position peaked at $10K in Q1 2022. 1,149 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

Financial Enhancement Group reported no remaining Williams Companies position as of Q4 2022 after selling out during the quarter.
Financial Enhancement Group sold 300 Williams Companies shares in Q4 2022, an estimated $9K.
Financial Enhancement Group first reported a position in Williams Companies in Q1 2018 and held it in 19 quarters.
Financial Enhancement Group's Williams Companies position peaked at $10K in Q1 2022.
1,149 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.