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Northwest Financial Advisors’s Williams Companies WMB Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-261
Closed -$11.9K – 549
2024
Q3 		$11.9K Buy
+261
New +$11.5K 0.01% 380
2024
Q1 		– Sell
-261
Closed -$9.09K – 535
2023
Q4 		$9.09K Buy
+261
New +$9.16K 0.01% 390

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwest Financial Advisors's WMB Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Williams Companies (WMB) in Q4 2024, closing a stake of 261 shares — an estimated $11.9K sold.

Northwest Financial Advisors first reported a position in WMB in Q4 2023 and held it in 2 quarters. The position peaked at $11.9K in Q3 2024. 1,519 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Williams Companies position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 261 Williams Companies shares in Q4 2024, an estimated $11.9K.
  • Northwest Financial Advisors first reported a position in Williams Companies in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Williams Companies position peaked at $11.9K in Q3 2024.
  • 1,519 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.