Guyasuta Investment Advisors’s Williams Companies WMB Stock Holding History

Guyasuta Investment Advisors’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
2023 Q2	–	Sell	-10,970	Closed	-$328K	–	256
2023 Q1	$328K	Buy	+10,970	New	+$339K	0.03%	187
2022 Q3	–	Sell	-10,310	Closed	-$322K	–	257
2022 Q2	$322K	Buy	+10,310	New	+$356K	0.03%	206
2015 Q3	–	Sell	-12,020	Closed	-$689K	–	216
2015 Q2	$689K	Sell	12,020 -5,765	-32%	-$297K	0.09%	133
2015 Q1	$899K	Buy	+17,785	New	+$824K	0.12%	104
2014 Q3	–	Sell	-18,960	Closed	-$1.1M	–	223
2014 Q2	$1.1M	Hold	18,960	–	–	0.15%	79
2014 Q1	$769K	Sell	18,960 -6,245	-25%	-$253K	0.11%	114
2013 Q4	$972K	Hold	25,205	–	–	0.14%	88
2013 Q3	$916K	Buy	25,205 +1,950	+8%	+$68.3K	0.15%	83
2013 Q2	$755K	Buy	+23,255	New	+$837K	0.12%	92

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Guyasuta Investment Advisors's WMB Position: Q2 2023 in Review

Guyasuta Investment Advisors sold out of Williams Companies (WMB) in Q2 2023, closing a stake of 10,970 shares — an estimated $328K sold.

Guyasuta Investment Advisors first reported a position in WMB in Q2 2013 and held it in 9 quarters. The position peaked at $1.1M in Q2 2014. 1,144 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

Guyasuta Investment Advisors reported no remaining Williams Companies position as of Q2 2023 after selling out during the quarter.
Guyasuta Investment Advisors sold 10,970 Williams Companies shares in Q2 2023, an estimated $328K.
Guyasuta Investment Advisors first reported a position in Williams Companies in Q2 2013 and held it in 9 quarters.
Guyasuta Investment Advisors's Williams Companies position peaked at $1.1M in Q2 2014.
1,144 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.