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Impact Partnership Wealth’s Williams Companies WMB Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-16,158
Closed -$630K – 695
2024
Q1 		$630K Sell
16,158
-2,303
-12% -$81.8K 0.25% 52
2023
Q4 		$643K Buy
18,461
+3,816
+26% +$134K 0.24% 58
2023
Q3 		$493K Sell
14,645
-5,136
-26% -$175K 0.15% 72
2023
Q2 		$645K Buy
+19,781
New +$594K 0.22% 43

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Impact Partnership Wealth's WMB Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Williams Companies (WMB) in Q2 2024, closing a stake of 16,158 shares — an estimated $630K sold.

Impact Partnership Wealth first reported a position in WMB in Q2 2023 and held it in 4 quarters. The position peaked at $645K in Q2 2023. 1,308 funds tracked by Wall St. Rank hold WMB as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Williams Companies position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 16,158 Williams Companies shares in Q2 2024, an estimated $630K.
  • Impact Partnership Wealth first reported a position in Williams Companies in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Williams Companies position peaked at $645K in Q2 2023.
  • 1,308 funds tracked by Wall St. Rank held Williams Companies as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.