Marks Group Wealth Management’s Williams Companies WMB Stock Holding History

Marks Group 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 Q3	–	Sell	-58,711	Closed	-$1.92M	–	285
2023 Q2	$1.92M	Sell	58,711 -2,844	-5%	-$85.4K	0.23%	126
2023 Q1	$1.84M	Buy	61,555 +8,859	+17%	+$274K	0.23%	126
2022 Q4	$1.73M	Buy	52,696 +5,177	+11%	+$169K	0.24%	121
2022 Q3	$1.36M	Buy	+47,519	New	+$1.55M	0.21%	128

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marks Group Wealth Management's WMB Position: Q3 2023 in Review

Marks Group Wealth Management sold out of Williams Companies (WMB) in Q3 2023, closing a stake of 58,711 shares — an estimated $1.92M sold.

Marks Group Wealth Management first reported a position in WMB in Q3 2022 and held it in 4 quarters. The position peaked at $1.92M in Q2 2023. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

Marks Group Wealth Management reported no remaining Williams Companies position as of Q3 2023 after selling out during the quarter.
Marks Group Wealth Management sold 58,711 Williams Companies shares in Q3 2023, an estimated $1.92M.
Marks Group Wealth Management first reported a position in Williams Companies in Q3 2022 and held it in 4 quarters.
Marks Group Wealth Management's Williams Companies position peaked at $1.92M in Q2 2023.
1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

Based on Marks Group Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.