Gilbert & Cook’s Williams Companies WMB Stock Holding History

Gilbert & Cook’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	–	Sell	-9,260	Closed	-$309K	–	224
2022 Q1	$309K	Hold	9,260	–	–	0.05%	168
2021 Q4	$241K	Hold	9,260	–	–	0.04%	199
2021 Q3	$240K	Hold	9,260	–	–	0.04%	193
2021 Q2	$246K	Hold	9,260	–	–	0.04%	190
2021 Q1	$219K	Buy	+9,260	New	+$210K	0.04%	189

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

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

Gilbert & Cook's WMB Position: Q2 2022 in Review

Gilbert & Cook sold out of Williams Companies (WMB) in Q2 2022, closing a stake of 9,260 shares — an estimated $309K sold.

Gilbert & Cook first reported a position in WMB in Q1 2021 and held it in 5 quarters. The position peaked at $309K in Q1 2022. 1,121 funds tracked by Wall St. Rank hold WMB as of Q2 2022.

Gilbert & Cook reported no remaining Williams Companies position as of Q2 2022 after selling out during the quarter.
Gilbert & Cook sold 9,260 Williams Companies shares in Q2 2022, an estimated $309K.
Gilbert & Cook first reported a position in Williams Companies in Q1 2021 and held it in 5 quarters.
Gilbert & Cook's Williams Companies position peaked at $309K in Q1 2022.
1,121 funds tracked by Wall St. Rank held Williams Companies as of Q2 2022.

Based on Gilbert & Cook's 13F filing for Q2 2022, filed 5 Aug 2022.