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Mine & Arao Wealth Creation & Management’s Williams Companies WMB Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		– Sell
-279
Closed -$8.33K – 345
2023
Q1 		$8.33K Hold
279
– – 0.01% 233
2022
Q4 		$9.18K Hold
279
– – 0.01% 224
2022
Q3 		$8K Buy
+279
New +$9.09K 0.01% 245

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's WMB Position: Q2 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Williams Companies (WMB) in Q2 2023, closing a stake of 279 shares — an estimated $8.33K sold.

Mine & Arao Wealth Creation & Management first reported a position in WMB in Q3 2022 and held it in 3 quarters. The position peaked at $9.18K in Q4 2022. 1,144 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

  • Mine & Arao Wealth Creation & Management reported no remaining Williams Companies position as of Q2 2023 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 279 Williams Companies shares in Q2 2023, an estimated $8.33K.
  • Mine & Arao Wealth Creation & Management first reported a position in Williams Companies in Q3 2022 and held it in 3 quarters.
  • Mine & Arao Wealth Creation & Management's Williams Companies position peaked at $9.18K in Q4 2022.
  • 1,144 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2023, filed 8 Aug 2023.