FourThought Financial’s Williams Companies WMB Stock Holding History

FourThought Financial’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 Q3	$1.09M	Buy	38,210 +2,260	+6%	+$73.6K	0.16%	107
2022 Q2	$1.12M	Buy	35,950 +6,321	+21%	+$218K	0.16%	109
2022 Q1	$998K	Buy	29,629 +1,020	+4%	+$31.2K	0.13%	124
2021 Q4	$745K	Sell	28,609 -864	-3%	-$23.9K	0.09%	150
2021 Q3	$764K	Sell	29,473 -617	-2%	-$15.5K	0.1%	152
2021 Q2	$798K	Buy	30,090 +320	+1%	+$8.19K	0.11%	157
2021 Q1	$705K	Sell	29,770 -791	-3%	-$18K	0.1%	151
2020 Q4	$612K	Buy	+30,561	New	+$620K	0.1%	162

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FourThought Financial's WMB Position: Q3 2022 in Review

FourThought Financial increased its Williams Companies (WMB) stake by 6.3% in Q3 2022, buying an estimated $73.6K and bringing the position to 38,210 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #107.

FourThought Financial first reported a position in WMB in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.12M in Q2 2022. 1,098 funds tracked by Wall St. Rank hold WMB as of Q3 2022.

FourThought Financial held 38,210 shares of Williams Companies worth $1.09M as of Q3 2022.
FourThought Financial bought 2,260 Williams Companies shares in Q3 2022, an estimated $73.6K.
Williams Companies made up 0.16% of FourThought Financial's portfolio in Q3 2022, its #107 holding.
FourThought Financial first reported a position in Williams Companies in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Williams Companies position peaked at $1.12M in Q2 2022.
1,098 funds tracked by Wall St. Rank held Williams Companies as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.