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Kooman & Associates’s Williams Companies WMB Stock Holding History

Kooman & Associates’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
Q3 		– Sell
-5,313
Closed -$226K – 48
2024
Q2 		$226K Sell
5,313
-867
-14% -$34.8K 0.09% 42
2024
Q1 		$241K Buy
6,180
+132
+2% +$4.69K 0.1% 35
2023
Q4 		$211K Sell
6,048
-84
-1% -$2.95K 0.09% 40
2023
Q3 		$207K Sell
6,132
-42
-0.7% -$1.43K 0.1% 39
2023
Q2 		$201K Buy
+6,174
New +$185K 0.1% 42
2023
Q1 		– Sell
-6,456
Closed -$212K – 43
2022
Q4 		$212K Buy
+6,456
New +$210K 0.21% 36

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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kooman & Associates's WMB Position: Q3 2024 in Review

Kooman & Associates sold out of Williams Companies (WMB) in Q3 2024, closing a stake of 5,313 shares — an estimated $226K sold.

Kooman & Associates first reported a position in WMB in Q4 2022 and held it in 6 quarters. The position peaked at $241K in Q1 2024. 1,343 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • Kooman & Associates reported no remaining Williams Companies position as of Q3 2024 after selling out during the quarter.
  • Kooman & Associates sold 5,313 Williams Companies shares in Q3 2024, an estimated $226K.
  • Kooman & Associates first reported a position in Williams Companies in Q4 2022 and held it in 6 quarters.
  • Kooman & Associates's Williams Companies position peaked at $241K in Q1 2024.
  • 1,343 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Kooman & Associates's 13F filing for Q3 2024, filed 24 Oct 2024.