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Leelyn Smith’s Williams Companies WMB Stock Holding History

Leelyn Smith’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 		– Sell
-720
Closed -$23.7K – 441
2022
Q4 		$23.7K Sell
720
-1,840
-72% -$59.9K 0.01% 238
2022
Q3 		$73K Sell
2,560
-4,760
-65% -$155K 0.03% 129
2022
Q2 		$228K Buy
7,320
+3,660
+100% +$126K 0.06% 114
2022
Q1 		$122K Hold
3,660
– – 0.03% 141
2021
Q4 		$95K Hold
3,660
– – 0.03% 169
2021
Q3 		$95K Buy
+3,660
New +$92.2K 0.03% 164

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leelyn Smith's WMB Position: Q1 2023 in Review

Leelyn Smith sold out of Williams Companies (WMB) in Q1 2023, closing a stake of 720 shares — an estimated $23.7K sold.

Leelyn Smith first reported a position in WMB in Q3 2021 and held it in 6 quarters. The position peaked at $228K in Q2 2022. 1,136 funds tracked by Wall St. Rank hold WMB as of Q1 2023.

  • Leelyn Smith reported no remaining Williams Companies position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 720 Williams Companies shares in Q1 2023, an estimated $23.7K.
  • Leelyn Smith first reported a position in Williams Companies in Q3 2021 and held it in 6 quarters.
  • Leelyn Smith's Williams Companies position peaked at $228K in Q2 2022.
  • 1,136 funds tracked by Wall St. Rank held Williams Companies as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.