McDonald Partners’s Williams Companies WMB Stock Holding History

McDonald Partners’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	–	Sell	-123	Closed	-$3.2K	–	702
2021 Q4	$3.2K	Buy	+123	New	+$3.4K	﹤0.01%	284

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

McDonald Partners's WMB Position: Q1 2022 in Review

McDonald Partners sold out of Williams Companies (WMB) in Q1 2022, closing a stake of 123 shares — an estimated $3.2K sold.

McDonald Partners first reported a position in WMB in Q4 2021 and held it in 1 quarter. The position peaked at $3.2K in Q4 2021. 1,103 funds tracked by Wall St. Rank hold WMB as of Q1 2022.

McDonald Partners reported no remaining Williams Companies position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 123 Williams Companies shares in Q1 2022, an estimated $3.2K.
McDonald Partners first reported a position in Williams Companies in Q4 2021 and held it in 1 quarter.
McDonald Partners's Williams Companies position peaked at $3.2K in Q4 2021.
1,103 funds tracked by Wall St. Rank held Williams Companies as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.