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Jaffetilchin Investment Partners’s Williams Companies WMB Stock Holding History

Jaffetilchin Investment Partners’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
-969
Closed -$44.2K – 1310
2024
Q3 		$44.2K Buy
+969
New +$42.6K ﹤0.01% 607
2015
Q3 		– Sell
-3,617
Closed -$208K – 233
2015
Q2 		$208K Buy
+3,617
New +$186K 0.06% 185

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

Jaffetilchin Investment Partners's WMB Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Williams Companies (WMB) in Q4 2024, closing a stake of 969 shares — an estimated $44.2K sold.

Jaffetilchin Investment Partners first reported a position in WMB in Q2 2015 and held it in 2 quarters. The position peaked at $208K in Q2 2015. 1,518 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Williams Companies position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 969 Williams Companies shares in Q4 2024, an estimated $44.2K.
  • Jaffetilchin Investment Partners first reported a position in Williams Companies in Q2 2015 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Williams Companies position peaked at $208K in Q2 2015.
  • 1,518 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.