Mitsubishi UFJ Morgan Stanley Securities’s Williams Companies WMB Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	-130	Closed	-$4K	–	189
2022 Q4	$4K	Sell	130 -130	-50%	-$4.23K	0.04%	164
2022 Q3	$7K	Hold	260	–	–	0.09%	126
2022 Q2	$8K	Hold	260	–	–	0.01%	124
2022 Q1	$9K	Sell	260 -800	-75%	-$24.4K	0.01%	122
2021 Q4	$28K	Buy	1,060 +280	+36%	+$7.74K	0.01%	117
2021 Q3	$20K	Buy	+780	New	+$19.6K	0.02%	84
2014 Q4	–	Sell	-190	Closed	-$11K	–	301
2014 Q3	$11K	Sell	190 -10	-5%	-$575	0.03%	195
2014 Q2	$12K	Buy	+200	New	+$9.27K	0.04%	165

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's WMB Position: Q1 2023 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Williams Companies (WMB) in Q1 2023, closing a stake of 130 shares — an estimated $4K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in WMB in Q2 2014 and held it in 8 quarters. The position peaked at $28K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold WMB as of Q1 2023.

Mitsubishi UFJ Morgan Stanley Securities reported no remaining Williams Companies position as of Q1 2023 after selling out during the quarter.
Mitsubishi UFJ Morgan Stanley Securities sold 130 Williams Companies shares in Q1 2023, an estimated $4K.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Williams Companies in Q2 2014 and held it in 8 quarters.
Mitsubishi UFJ Morgan Stanley Securities's Williams Companies position peaked at $28K in Q4 2021.
1,136 funds tracked by Wall St. Rank held Williams Companies as of Q1 2023.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2023, filed 2 May 2023.