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Laurel Wealth Advisors (California)’s Williams Companies WMB Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$1.81M Sell
55,136
-12
-0% -$391 0.18% 130
2022
Q3 		$1.58M Buy
55,148
+4,530
+9% +$148K 0.17% 136
2022
Q2 		$1.58M Buy
50,618
+2,509
+5% +$86.6K 0.16% 139
2022
Q1 		$1.61M Buy
48,109
+29,166
+154% +$891K 0.13% 167
2021
Q4 		$493K Buy
18,943
+6,606
+54% +$183K 0.04% 454
2021
Q3 		$320K Sell
12,337
-430
-3% -$10.8K 0.06% 323
2021
Q2 		$339K Buy
12,767
+2,035
+19% +$52.1K 0.04% 368
2021
Q1 		$254K Sell
10,732
-2,375
-18% -$54K 0.04% 390
2020
Q4 		$263K Buy
13,107
+500
+4% +$10.1K 0.04% 366
2020
Q3 		$248K Buy
12,607
+14
+0.1% +$285 0.04% 337
2020
Q2 		$240K Buy
+12,593
New +$234K 0.04% 334
2020
Q1 		– Sell
-10,553
Closed -$250K – 447
2019
Q4 		$250K Buy
10,553
+1,489
+16% +$34.1K 0.04% 392
2019
Q3 		$218K Buy
9,064
+253
+3% +$6.38K 0.04% 418
2019
Q2 		$247K Buy
8,811
+48
+0.5% +$1.33K 0.05% 341
2019
Q1 		$252K Buy
+8,763
New +$235K 0.06% 324
2018
Q4 		– Sell
-12,269
Closed -$333K – 433
2018
Q3 		$333K Buy
+12,269
New +$356K 0.08% 257

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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

Laurel Wealth Advisors (California)'s WMB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Williams Companies (WMB) stake by 0.02% in Q4 2022, selling an estimated $391 and leaving 55,136 shares worth $1.81M. The position accounts for 0.18% of the portfolio, ranked #130.

Laurel Wealth Advisors (California) first reported a position in WMB in Q3 2018 and has held it in 16 quarters since. 1,150 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

  • Laurel Wealth Advisors (California) held 55,136 shares of Williams Companies worth $1.81M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 12 Williams Companies shares in Q4 2022, an estimated $391.
  • Williams Companies made up 0.18% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #130 holding.
  • Laurel Wealth Advisors (California) first reported a position in Williams Companies in Q3 2018 and has held it in 16 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.