Global Wealth Management Investment Advisory’s Williams Companies WMB Stock Holding History

Global Wealth Management Investment Advisory’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	–	Sell	-45	Closed	-$1K	–	481
2022 Q2	$1K	Hold	45	–	–	﹤0.01%	488
2022 Q1	$2K	Buy	+45	New	+$1.38K	﹤0.01%	438
2020 Q2	–	Sell	-1,232	Closed	-$17K	–	694
2020 Q1	$17K	Hold	1,232	–	–	0.01%	275
2019 Q4	$29K	Sell	1,232 -450	-27%	-$10.3K	0.01%	230
2019 Q3	$40K	Hold	1,682	–	–	0.02%	185
2019 Q2	$47K	Hold	1,682	–	–	0.02%	177
2019 Q1	$48K	Hold	1,682	–	–	0.02%	210
2018 Q4	$37K	Buy	+1,682	New	+$42.1K	0.02%	235

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

Global Wealth Management Investment Advisory's WMB Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Williams Companies (WMB) in Q3 2022, closing a stake of 45 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in WMB in Q4 2018 and held it in 8 quarters. The position peaked at $48K in Q1 2019. 1,097 funds tracked by Wall St. Rank hold WMB as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Williams Companies position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 45 Williams Companies shares in Q3 2022, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in Williams Companies in Q4 2018 and held it in 8 quarters.
Global Wealth Management Investment Advisory's Williams Companies position peaked at $48K in Q1 2019.
1,097 funds tracked by Wall St. Rank held Williams Companies as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.