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Liberty Wealth Management’s Williams Companies WMB Stock Holding History

Liberty 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
2021
Q4 		– Sell
-3,358
Closed -$84K – 1105
2021
Q3 		$84K Buy
3,358
+1,826
+119% +$46K 0.03% 323
2021
Q2 		$41K Buy
1,532
+1,292
+538% +$33.1K 0.02% 364
2021
Q1 		$5K Hold
240
– – ﹤0.01% 715
2020
Q4 		$5K Buy
240
+4
+2% +$81 ﹤0.01% 711
2020
Q3 		$5K Buy
236
+5
+2% +$102 ﹤0.01% 639
2020
Q2 		$4K Buy
231
+5
+2% +$93 ﹤0.01% 669
2020
Q1 		$3K Buy
226
+6
+3% +$116 ﹤0.01% 705
2019
Q4 		$5K Sell
220
-143
-39% -$3.28K ﹤0.01% 682
2019
Q3 		$9K Buy
+363
New +$9.15K 0.01% 544
2019
Q1 		– Sell
-1,319
Closed -$29K – 858
2018
Q4 		$29K Buy
+1,319
New +$33K 0.02% 277

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Liberty Wealth Management's WMB Position: Q4 2021 in Review

Liberty Wealth Management sold out of Williams Companies (WMB) in Q4 2021, closing a stake of 3,358 shares — an estimated $84K sold.

Liberty Wealth Management first reported a position in WMB in Q4 2018 and held it in 10 quarters. The position peaked at $84K in Q3 2021. 1,028 funds tracked by Wall St. Rank hold WMB as of Q4 2021.

  • Liberty Wealth Management reported no remaining Williams Companies position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 3,358 Williams Companies shares in Q4 2021, an estimated $84K.
  • Liberty Wealth Management first reported a position in Williams Companies in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Williams Companies position peaked at $84K in Q3 2021.
  • 1,028 funds tracked by Wall St. Rank held Williams Companies as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.