Mirabella Financial Services’s Williams Companies WMB Stock Holding History

Mirabella Financial Services’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
2024 Q1	–	Sell	-14,253	Closed	-$496K	–	728
2023 Q4	$496K	Sell	14,253 -38,422	-73%	-$1.35M	0.07%	208
2023 Q3	$1.77M	Buy	+52,675	New	+$1.8M	0.25%	107
2022 Q4	–	Sell	-13,928	Closed	-$403K	–	540
2022 Q3	$403K	Buy	+13,928	New	+$454K	0.04%	185
2022 Q2	–	Sell	-13,996	Closed	-$467K	–	738
2022 Q1	$467K	Buy	+13,996	New	+$428K	0.05%	256
2021 Q3	–	Sell	-154,702	Closed	-$4.11M	–	558
2021 Q2	$4.11M	Buy	+154,702	New	+$3.96M	0.74%	41

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 $3.38T AUM 44.17% 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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Mirabella Financial Services's WMB Position: Q1 2024 in Review

Mirabella Financial Services sold out of Williams Companies (WMB) in Q1 2024, closing a stake of 14,253 shares — an estimated $496K sold.

Mirabella Financial Services first reported a position in WMB in Q2 2021 and held it in 5 quarters. The position peaked at $4.11M in Q2 2021. 1,247 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

Mirabella Financial Services reported no remaining Williams Companies position as of Q1 2024 after selling out during the quarter.
Mirabella Financial Services sold 14,253 Williams Companies shares in Q1 2024, an estimated $496K.
Mirabella Financial Services first reported a position in Williams Companies in Q2 2021 and held it in 5 quarters.
Mirabella Financial Services's Williams Companies position peaked at $4.11M in Q2 2021.
1,247 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on Mirabella Financial Services's 13F filing for Q1 2024, filed 15 May 2024.