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First United Bank & Trust’s Williams Companies WMB Stock Holding History

First United Bank & Trust’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 		– Sell
-60
Closed -$2.55K – 405
2024
Q2 		$2.55K Sell
60
-152
-72% -$6.1K ﹤0.01% 376
2024
Q1 		$8.26K Hold
212
– – ﹤0.01% 357
2023
Q4 		$7.38K Buy
+212
New +$7.44K ﹤0.01% 371

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First United Bank & Trust's WMB Position: Q3 2024 in Review

First United Bank & Trust sold out of Williams Companies (WMB) in Q3 2024, closing a stake of 60 shares — an estimated $2.55K sold.

First United Bank & Trust first reported a position in WMB in Q4 2023 and held it in 3 quarters. The position peaked at $8.26K in Q1 2024. 1,342 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • First United Bank & Trust reported no remaining Williams Companies position as of Q3 2024 after selling out during the quarter.
  • First United Bank & Trust sold 60 Williams Companies shares in Q3 2024, an estimated $2.55K.
  • First United Bank & Trust first reported a position in Williams Companies in Q4 2023 and held it in 3 quarters.
  • First United Bank & Trust's Williams Companies position peaked at $8.26K in Q1 2024.
  • 1,342 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on First United Bank & Trust's 13F filing for Q3 2024, filed 15 Oct 2024.