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Lugano Financial Advisors SA (LFA)’s Williams Companies WMB Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		– Sell
-1,940
Closed -$56K – 129
2022
Q3 		$56K Hold
1,940
– – 0.04% 83
2022
Q2 		$60K Buy
+1,940
New +$67K 0.04% 85

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s WMB Position: Q4 2022 in Review

Lugano Financial Advisors SA (LFA) sold out of Williams Companies (WMB) in Q4 2022, closing a stake of 1,940 shares — an estimated $56K sold.

Lugano Financial Advisors SA (LFA) first reported a position in WMB in Q2 2022 and held it in 2 quarters. The position peaked at $60K in Q2 2022. 1,149 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

  • Lugano Financial Advisors SA (LFA) reported no remaining Williams Companies position as of Q4 2022 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 1,940 Williams Companies shares in Q4 2022, an estimated $56K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Williams Companies in Q2 2022 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s Williams Companies position peaked at $60K in Q2 2022.
  • 1,149 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2022, filed 8 Feb 2023.