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James Investment Research’s Williams Companies WMB Stock Holding History

James Investment Research’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
-54
Closed -$2K – 543
2023
Q1 		$2K Hold
54
– – ﹤0.01% 550
2022
Q4 		$2K Hold
54
– – ﹤0.01% 547
2022
Q3 		$2K Hold
54
– – ﹤0.01% 506
2022
Q2 		$2K Hold
54
– – ﹤0.01% 494
2022
Q1 		$2K Hold
54
– – ﹤0.01% 488
2021
Q4 		$1K Hold
54
– – ﹤0.01% 500
2021
Q3 		$1K Hold
54
– – ﹤0.01% 487
2021
Q2 		$1K Hold
54
– – ﹤0.01% 496
2021
Q1 		$1K Buy
+54
New +$1.23K ﹤0.01% 482

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

James Investment Research's WMB Position: Q2 2023 in Review

James Investment Research sold out of Williams Companies (WMB) in Q2 2023, closing a stake of 54 shares — an estimated $2K sold.

James Investment Research first reported a position in WMB in Q1 2021 and held it in 9 quarters. The position peaked at $2K in Q1 2023. 1,144 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

  • James Investment Research reported no remaining Williams Companies position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 54 Williams Companies shares in Q2 2023, an estimated $2K.
  • James Investment Research first reported a position in Williams Companies in Q1 2021 and held it in 9 quarters.
  • James Investment Research's Williams Companies position peaked at $2K in Q1 2023.
  • 1,144 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.