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First Personal Financial Services’s Williams Companies WMB Stock Holding History

First Personal Financial Services’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
Q3 		$137 Buy
+3
New +$132 ﹤0.01% 513
2021
Q3 		– Sell
-787
Closed -$21K – 328
2021
Q2 		$21K Hold
787
– – 0.01% 252
2021
Q1 		$19K Hold
787
– – 0.01% 248
2020
Q4 		$16K Hold
787
– – ﹤0.01% 258
2020
Q3 		$15K Hold
787
– – ﹤0.01% 247
2020
Q2 		$15K Hold
787
– – 0.01% 245
2020
Q1 		$11K Sell
787
-378
-32% -$7.32K ﹤0.01% 243
2019
Q4 		$28K Buy
1,165
+24
+2% +$550 0.01% 230
2019
Q3 		$27K Sell
1,141
-1,053
-48% -$26.5K 0.01% 303
2019
Q2 		$62K Buy
2,194
+414
+23% +$11.5K 0.02% 256
2019
Q1 		$51K Sell
1,780
-200
-10% -$5.36K 0.02% 271
2018
Q4 		$44K Buy
1,980
+200
+11% +$5K 0.02% 273
2018
Q3 		$48K Hold
1,780
– – 0.02% 294
2018
Q2 		$48K Buy
1,780
+78
+5% +$2.06K 0.02% 278
2018
Q1 		$42K Hold
1,702
– – 0.01% 474
2017
Q4 		$52K Sell
1,702
-220
-11% -$6.4K 0.01% 467
2017
Q3 		$58K Buy
1,922
+110
+6% +$3.35K 0.01% 396
2017
Q2 		$55K Buy
1,812
+765
+73% +$22.8K 0.01% 401
2017
Q1 		$31K Buy
1,047
+40
+4% +$1.16K 0.01% 492
2016
Q4 		$31K Hold
1,007
– – 0.01% 467
2016
Q3 		$31K Buy
1,007
+80
+9% +$2.12K 0.01% 358
2016
Q2 		$20K Sell
927
-460
-33% -$9.24K 0.01% 428
2016
Q1 		$22K Sell
1,387
-725
-34% -$12.5K 0.01% 231
2015
Q4 		$54K Sell
2,112
-1,410
-40% -$49.3K 0.03% 174
2015
Q3 		$130K Sell
3,522
-110
-3% -$5.48K 0.08% 125
2015
Q2 		$209K Sell
3,632
-50
-1% -$2.58K 0.13% 111
2015
Q1 		$187K Hold
3,682
– – 0.11% 115
2014
Q4 		$165K Buy
+3,682
New +$188K 0.1% 119

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Personal Financial Services's WMB Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Williams Companies (WMB) in Q3 2024: 3 shares worth $137. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in WMB as recently as Q2 2021.

First Personal Financial Services first reported a position in WMB in Q4 2014 and has held it in 28 quarters since. The position peaked at $209K in Q2 2015. 1,341 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • First Personal Financial Services held 3 shares of Williams Companies worth $137 as of Q3 2024.
  • Williams Companies was a new First Personal Financial Services position in Q3 2024.
  • Williams Companies made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #513 holding.
  • First Personal Financial Services first reported a position in Williams Companies in Q4 2014 and has held it in 28 quarters since.
  • First Personal Financial Services's Williams Companies position peaked at $209K in Q2 2015.
  • 1,341 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.