FWM
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Focused Wealth Management’s Williams Companies WMB Stock Holding History

Focused Wealth Management’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
2025
Q3 		– Sell
-5,000
Closed -$314K – 240
2025
Q2 		$314K Buy
+5,000
New +$295K 0.04% 128

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Focused Wealth Management's WMB Position: Q2 2017 in Review

Focused Wealth Management sold out of Williams Companies (WMB) in Q2 2017, closing a stake of 5,700 shares — an estimated $169K sold.

Focused Wealth Management first reported a position in WMB in Q4 2016 and held it in 2 quarters. The position peaked at $174K in Q4 2016. 703 funds tracked by Wall St. Rank hold WMB as of Q2 2017.

  • Focused Wealth Management reported no remaining Williams Companies position as of Q2 2017 after selling out during the quarter.
  • Focused Wealth Management sold 5,700 Williams Companies shares in Q2 2017, an estimated $169K.
  • Focused Wealth Management first reported a position in Williams Companies in Q4 2016 and held it in 2 quarters.
  • Focused Wealth Management's Williams Companies position peaked at $174K in Q4 2016.
  • 703 funds tracked by Wall St. Rank held Williams Companies as of Q2 2017.

Based on Focused Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.