Left Brain Wealth Management’s Williams Companies WMB Stock Holding History

Left Brain 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
2023 Q2	–	Sell	-29,868	Closed	-$904K	–	87
2023 Q1	$904K	Sell	29,868 -19,642	-40%	-$607K	0.61%	46
2022 Q4	$1.63M	Buy	+49,510	New	+$1.61M	1.22%	27

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Left Brain Wealth Management's WMB Position: Q2 2023 in Review

Left Brain Wealth Management sold out of Williams Companies (WMB) in Q2 2023, closing a stake of 29,868 shares — an estimated $904K sold.

Left Brain Wealth Management first reported a position in WMB in Q4 2022 and held it in 2 quarters. The position peaked at $1.63M in Q4 2022. 1,145 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

Left Brain Wealth Management reported no remaining Williams Companies position as of Q2 2023 after selling out during the quarter.
Left Brain Wealth Management sold 29,868 Williams Companies shares in Q2 2023, an estimated $904K.
Left Brain Wealth Management first reported a position in Williams Companies in Q4 2022 and held it in 2 quarters.
Left Brain Wealth Management's Williams Companies position peaked at $1.63M in Q4 2022.
1,145 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on Left Brain Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.