Lenox Wealth Advisors’s Williams Companies WMB Stock Holding History

Lenox Wealth Advisors’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 Q1	$0	Sell	13 -137	-91%	-$4.19K	﹤0.01%	1012
2021 Q4	$4K	Buy	150 +137	+1,054%	+$3.79K	﹤0.01%	646
2021 Q3	$0	Buy	+13	New	+$327	﹤0.01%	801
2020 Q1	–	Sell	-1,250	Closed	-$30K	–	948
2019 Q4	$30K	Sell	1,250 -390	-24%	-$8.93K	﹤0.01%	259
2019 Q3	$39K	Buy	+1,640	New	+$41.3K	0.01%	179
2016 Q1	–	Sell	-150	Closed	-$4K	–	417
2015 Q4	$4K	Buy	+150	New	+$5.24K	﹤0.01%	265
2013 Q4	–	Sell	-475	Closed	-$17K	–	410
2013 Q3	$17K	Buy	+475	New	+$16.6K	0.02%	72

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's WMB Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Williams Companies (WMB) stake by 91% in Q1 2022, selling an estimated $4.19K and leaving 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Lenox Wealth Advisors first reported a position in WMB in Q3 2013 and has held it in 7 quarters since. The position peaked at $39K in Q3 2019. 1,104 funds tracked by Wall St. Rank hold WMB as of Q1 2022.

Lenox Wealth Advisors held 13 shares of Williams Companies worth $0 as of Q1 2022.
Lenox Wealth Advisors sold 137 Williams Companies shares in Q1 2022, an estimated $4.19K.
Williams Companies made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #1012 holding.
Lenox Wealth Advisors first reported a position in Williams Companies in Q3 2013 and has held it in 7 quarters since.
Lenox Wealth Advisors's Williams Companies position peaked at $39K in Q3 2019.
1,104 funds tracked by Wall St. Rank held Williams Companies as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.