Highland Private Wealth Management’s Williams Companies WMB Stock Holding History

Highland Private Wealth Management’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	-7,438	Closed	-$232K	–	197
2022 Q2	$232K	Sell	7,438 -115	-2%	-$3.97K	0.04%	165
2022 Q1	$252K	Buy	+7,553	New	+$231K	0.03%	160

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Highland Private Wealth Management's WMB Position: Q3 2022 in Review

Highland Private Wealth Management sold out of Williams Companies (WMB) in Q3 2022, closing a stake of 7,438 shares — an estimated $232K sold.

Highland Private Wealth Management first reported a position in WMB in Q1 2022 and held it in 2 quarters. The position peaked at $252K in Q1 2022. 1,097 funds tracked by Wall St. Rank hold WMB as of Q3 2022.

Highland Private Wealth Management reported no remaining Williams Companies position as of Q3 2022 after selling out during the quarter.
Highland Private Wealth Management sold 7,438 Williams Companies shares in Q3 2022, an estimated $232K.
Highland Private Wealth Management first reported a position in Williams Companies in Q1 2022 and held it in 2 quarters.
Highland Private Wealth Management's Williams Companies position peaked at $252K in Q1 2022.
1,097 funds tracked by Wall St. Rank held Williams Companies as of Q3 2022.

Based on Highland Private Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.