Kiwi Wealth Investments Limited Partnership’s Williams Companies WMB Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q3	–	Sell	-207,682	Closed	-$6.78M	–	194
2023 Q2	$6.78M	Buy	+207,682	New	+$6.23M	0.42%	69
2021 Q2	–	Sell	-50,727	Closed	-$1.2M	–	283
2021 Q1	$1.2M	Buy	+50,727	New	+$1.15M	0.07%	179
2018 Q2	–	Sell	-146,716	Closed	-$3.65M	–	194
2018 Q1	$3.65M	Buy	+146,716	New	+$4.33M	0.36%	83

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's WMB Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Williams Companies (WMB) in Q3 2023, closing a stake of 207,682 shares — an estimated $6.78M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in WMB in Q1 2018 and held it in 3 quarters. The position peaked at $6.78M in Q2 2023. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Williams Companies position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 207,682 Williams Companies shares in Q3 2023, an estimated $6.78M.
Kiwi Wealth Investments Limited Partnership first reported a position in Williams Companies in Q1 2018 and held it in 3 quarters.
Kiwi Wealth Investments Limited Partnership's Williams Companies position peaked at $6.78M in Q2 2023.
1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.