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Gerber Kawasaki Wealth & Investment Management’s Williams Companies WMB Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-759
Closed -$19K – 1120
2021
Q3 		$19K Buy
+759
New +$19.1K ﹤0.01% 523

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's WMB Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Williams Companies (WMB) in Q4 2021, closing a stake of 759 shares — an estimated $19K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in WMB in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 1,029 funds tracked by Wall St. Rank hold WMB as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Williams Companies position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 759 Williams Companies shares in Q4 2021, an estimated $19K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Williams Companies in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Williams Companies position peaked at $19K in Q3 2021.
  • 1,029 funds tracked by Wall St. Rank held Williams Companies as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.