Frontier Wealth Management’s Williams Companies WMB Stock Holding History

Frontier 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 Q2	$392K	Hold	12,565	–	–	0.03%	267
2022 Q1	$437K	Hold	12,565	–	–	0.01%	257
2021 Q4	$327K	Hold	12,565	–	–	0.02%	316
2021 Q3	$326K	Sell	12,565 -298	-2%	-$7.5K	0.02%	313
2021 Q2	$342K	Sell	12,863 -452	-3%	-$11.6K	0.02%	315
2021 Q1	$315K	Buy	13,315 +300	+2%	+$6.82K	0.02%	300
2020 Q4	$261K	Sell	13,015 -1,154	-8%	-$23.4K	0.02%	315
2020 Q3	$278K	Sell	14,169 -230	-2%	-$4.68K	0.03%	295
2020 Q2	$274K	Buy	14,399 +1,780	+14%	+$33.1K	0.03%	285
2020 Q1	$179K	Buy	12,619 +429	+4%	+$8.31K	0.03%	267
2019 Q4	$289K	Sell	12,190 -3,635	-23%	-$83.3K	0.05%	233
2019 Q3	$381K	Hold	15,825	–	–	0.06%	218
2019 Q2	$444K	Sell	15,825 -30,758	-66%	-$855K	0.07%	208
2019 Q1	$1.34M	Sell	46,583 -56	-0.1%	-$1.5K	0.18%	124
2018 Q4	$1.03M	Sell	46,639 -3,444	-7%	-$86.1K	0.16%	141
2018 Q3	$1.36M	Buy	50,083 +4,288	+9%	+$124K	0.13%	123
2018 Q2	$1.24M	Sell	45,795 -228	-0.5%	-$6.01K	0.18%	127
2018 Q1	$1.14M	Buy	46,023 +1,030	+2%	+$30.4K	0.16%	140
2017 Q4	$1.37M	Sell	44,993 -1,609	-3%	-$46.8K	0.22%	107
2017 Q3	$1.4M	Sell	46,602 -1,271	-3%	-$38.7K	0.2%	122
2017 Q2	$1.45M	Hold	47,873	–	–	0.22%	109
2017 Q1	$1.42M	Sell	47,873 -215	-0.4%	-$6.22K	0.22%	116
2016 Q4	$1.5M	Sell	48,088 -100	-0.2%	-$3.01K	0.24%	111
2016 Q3	$1.48M	Sell	48,188 -500	-1%	-$13.3K	0.22%	107
2016 Q2	$1.05M	Hold	48,688	–	–	0.17%	128
2016 Q1	$782K	Buy	48,688 +328	+0.7%	+$5.64K	0.07%	162
2015 Q4	$1.24M	Sell	48,360 -5,400	-10%	-$189K	0.2%	113
2015 Q3	$1.98M	Buy	53,760 +33,583	+166%	+$1.67M	0.31%	84
2015 Q2	$1.16M	Buy	20,177 +12,842	+175%	+$662K	0.18%	116
2015 Q1	$371K	Buy	7,335 +1,200	+20%	+$55.6K	0.06%	201
2014 Q4	$276K	Buy	+6,135	New	+$314K	0.05%	200

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frontier Wealth Management's WMB Position: Q2 2022 in Review

Frontier Wealth Management held its Williams Companies (WMB) position steady in Q2 2022 at 12,565 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #267.

Frontier Wealth Management first reported a position in WMB in Q4 2014 and has held it in 31 quarters since. The position peaked at $1.98M in Q3 2015. 1,123 funds tracked by Wall St. Rank hold WMB as of Q2 2022.

Frontier Wealth Management held 12,565 shares of Williams Companies worth $392K as of Q2 2022.
Frontier Wealth Management left its Williams Companies share count unchanged in Q2 2022.
Williams Companies made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #267 holding.
Frontier Wealth Management first reported a position in Williams Companies in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's Williams Companies position peaked at $1.98M in Q3 2015.
1,123 funds tracked by Wall St. Rank held Williams Companies as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.