Lake Point Wealth Management’s Williams Companies WMB Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	304
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	308
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	315
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	300
2021 Q2	$3K	Buy	+100	New	+$2.56K	﹤0.01%	312

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

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

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

Lake Point Wealth Management's WMB Position: Q2 2022 in Review

Lake Point Wealth Management held its Williams Companies (WMB) position steady in Q2 2022 at 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Lake Point Wealth Management first reported a position in WMB in Q2 2021 and has held it in 5 quarters since. 1,121 funds tracked by Wall St. Rank hold WMB as of Q2 2022.

Lake Point Wealth Management held 100 shares of Williams Companies worth $3K as of Q2 2022.
Lake Point Wealth Management left its Williams Companies share count unchanged in Q2 2022.
Williams Companies made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #304 holding.
Lake Point Wealth Management first reported a position in Williams Companies in Q2 2021 and has held it in 5 quarters since.
1,121 funds tracked by Wall St. Rank held Williams Companies as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.