FirstPurpose Wealth’s Williams Companies WMB Stock Holding History

FirstPurpose Wealth’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 Q1	$379K	Sell	9,749 -599	-6%	-$21.3K	0.14%	136
2023 Q4	$360K	Buy	10,348 +465	+5%	+$16.3K	0.14%	136
2023 Q3	$333K	Buy	9,883 +112	+1%	+$3.82K	0.14%	120
2023 Q2	$319K	Buy	9,771 +1,043	+12%	+$31.3K	0.14%	130
2023 Q1	$261K	Buy	8,728 +1,329	+18%	+$41.1K	0.13%	145
2022 Q4	$243K	Sell	7,399 -795	-10%	-$25.9K	0.14%	144
2022 Q3	$235K	Buy	8,194 +1,467	+22%	+$47.8K	0.15%	124
2022 Q2	$210K	Buy	6,727 +412	+7%	+$14.2K	0.14%	128
2022 Q1	$211K	Buy	+6,315	New	+$193K	0.16%	125

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FirstPurpose Wealth's WMB Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Williams Companies (WMB) stake by 5.8% in Q1 2024, selling an estimated $21.3K and leaving 9,749 shares worth $379K. The position accounts for 0.14% of the portfolio, ranked #136.

FirstPurpose Wealth first reported a position in WMB in Q1 2022 and has held it in 9 quarters since. 1,247 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

FirstPurpose Wealth held 9,749 shares of Williams Companies worth $379K as of Q1 2024.
FirstPurpose Wealth sold 599 Williams Companies shares in Q1 2024, an estimated $21.3K.
Williams Companies made up 0.14% of FirstPurpose Wealth's portfolio in Q1 2024, its #136 holding.
FirstPurpose Wealth first reported a position in Williams Companies in Q1 2022 and has held it in 9 quarters since.
1,247 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.