Foresight Wealth Management’s Williams Companies WMB Stock Holding History

Foresight 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
2022 Q4	–	Sell	-39,931	Closed	-$1.14M	–	111
2022 Q3	$1.14M	Buy	39,931 +1,412	+4%	+$46K	0.26%	30
2022 Q2	$1.2M	Buy	38,519 +1,777	+5%	+$61.3K	0.25%	31
2022 Q1	$1.23M	Buy	36,742 +6,495	+21%	+$198K	0.23%	36
2021 Q4	$788K	Buy	30,247 +857	+3%	+$23.7K	0.01%	58
2021 Q3	$762K	Sell	29,390 -1,086	-4%	-$27.3K	0.15%	50
2021 Q2	$809K	Buy	30,476 +4,352	+17%	+$111K	0.18%	54
2021 Q1	$619K	Buy	26,124 +8,543	+49%	+$194K	0.16%	62
2020 Q4	$353K	Buy	+17,581	New	+$356K	0.09%	86

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foresight Wealth Management's WMB Position: Q4 2022 in Review

Foresight Wealth Management sold out of Williams Companies (WMB) in Q4 2022, closing a stake of 39,931 shares — an estimated $1.14M sold.

Foresight Wealth Management first reported a position in WMB in Q4 2020 and held it in 8 quarters. The position peaked at $1.23M in Q1 2022. 1,149 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

Foresight Wealth Management reported no remaining Williams Companies position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 39,931 Williams Companies shares in Q4 2022, an estimated $1.14M.
Foresight Wealth Management first reported a position in Williams Companies in Q4 2020 and held it in 8 quarters.
Foresight Wealth Management's Williams Companies position peaked at $1.23M in Q1 2022.
1,149 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.