Greenwood Gearhart’s Williams Companies WMB Stock Holding History

Greenwood Gearhart’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
2024 Q1	–	Sell	-4,915	Closed	-$171K	–	285
2023 Q4	$171K	Buy	+4,915	New	+$172K	0.02%	103

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Greenwood Gearhart's WMB Position: Q1 2024 in Review

Greenwood Gearhart sold out of Williams Companies (WMB) in Q1 2024, closing a stake of 4,915 shares — an estimated $171K sold.

Greenwood Gearhart first reported a position in WMB in Q4 2023 and held it in 1 quarter. The position peaked at $171K in Q4 2023. 1,247 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

Greenwood Gearhart reported no remaining Williams Companies position as of Q1 2024 after selling out during the quarter.
Greenwood Gearhart sold 4,915 Williams Companies shares in Q1 2024, an estimated $171K.
Greenwood Gearhart first reported a position in Williams Companies in Q4 2023 and held it in 1 quarter.
Greenwood Gearhart's Williams Companies position peaked at $171K in Q4 2023.
1,247 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on Greenwood Gearhart's 13F filing for Q1 2024, filed 15 May 2024.