HOWA
WMB icon

Heritage Oak Wealth Advisors’s Williams Companies WMB Stock Holding History

Heritage Oak Wealth 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
2024
Q4 		– Sell
-7,556
Closed -$345K – 190
2024
Q3 		$345K Buy
+7,556
New +$332K 0.16% 97

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Oak Wealth Advisors's WMB Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Williams Companies (WMB) in Q4 2024, closing a stake of 7,556 shares — an estimated $345K sold.

Heritage Oak Wealth Advisors first reported a position in WMB in Q3 2024 and held it in 1 quarter. The position peaked at $345K in Q3 2024. 1,518 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Williams Companies position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 7,556 Williams Companies shares in Q4 2024, an estimated $345K.
  • Heritage Oak Wealth Advisors first reported a position in Williams Companies in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Williams Companies position peaked at $345K in Q3 2024.
  • 1,518 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.