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McElhenny Sheffield Capital Management’s Williams Companies WMB Stock Holding History

McElhenny Sheffield Capital 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
Q1 		– Sell
-1,068
Closed -$35.1K – 616
2022
Q4 		$35.1K Buy
+1,068
New +$34.8K 0.02% 209

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McElhenny Sheffield Capital Management's WMB Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Williams Companies (WMB) in Q1 2023, closing a stake of 1,068 shares — an estimated $35.1K sold.

McElhenny Sheffield Capital Management first reported a position in WMB in Q4 2022 and held it in 1 quarter. The position peaked at $35.1K in Q4 2022. 1,136 funds tracked by Wall St. Rank hold WMB as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Williams Companies position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,068 Williams Companies shares in Q1 2023, an estimated $35.1K.
  • McElhenny Sheffield Capital Management first reported a position in Williams Companies in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Williams Companies position peaked at $35.1K in Q4 2022.
  • 1,136 funds tracked by Wall St. Rank held Williams Companies as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.