Financial Synergies Wealth Advisors’s Williams Companies WMB Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q2	–	Sell	-215	Closed	-$8.38K	–	479
2024 Q1	$8.38K	Hold	215	–	–	﹤0.01%	260
2023 Q4	$7.07K	Hold	215	–	–	﹤0.01%	201
2023 Q3	$7.24K	Hold	215	–	–	﹤0.01%	249
2023 Q2	$7.02K	Hold	215	–	–	﹤0.01%	246
2023 Q1	$6.42K	Hold	215	–	–	﹤0.01%	253
2022 Q4	$7.07K	Buy	+215	New	+$7K	﹤0.01%	201

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's WMB Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Williams Companies (WMB) in Q2 2024, closing a stake of 215 shares — an estimated $8.38K sold.

Financial Synergies Wealth Advisors first reported a position in WMB in Q4 2022 and held it in 6 quarters. The position peaked at $8.38K in Q1 2024. 1,308 funds tracked by Wall St. Rank hold WMB as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Williams Companies position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 215 Williams Companies shares in Q2 2024, an estimated $8.38K.
Financial Synergies Wealth Advisors first reported a position in Williams Companies in Q4 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Williams Companies position peaked at $8.38K in Q1 2024.
1,308 funds tracked by Wall St. Rank held Williams Companies as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.