Kula Investments’s Williams Companies WMB Stock Holding History

Kula Investments’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 Q1	$350K	Buy	+11,713	New	+$362K	0.09%	414

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's WMB Position: Q1 2023 in Review

Kula Investments opened a new position in Williams Companies (WMB) in Q1 2023: 11,713 shares worth $350K. The stake represents 0.09% of the portfolio and ranks #414 among its holdings.

1,136 funds tracked by Wall St. Rank hold WMB as of Q1 2023.

Kula Investments held 11,713 shares of Williams Companies worth $350K as of Q1 2023.
Williams Companies was a new Kula Investments position in Q1 2023.
Williams Companies made up 0.09% of Kula Investments's portfolio in Q1 2023, its #414 holding.
1,136 funds tracked by Wall St. Rank held Williams Companies as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.