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O'Dell Group’s Williams Companies WMB Stock Holding History

O'Dell Group’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
-100
Closed -$3.48K – 485
2023
Q4 		$3.48K Buy
+100
New +$3.51K ﹤0.01% 415
2023
Q3 		– Sell
-328
Closed -$10.7K – 491
2023
Q2 		$10.7K Buy
+328
New +$9.84K ﹤0.01% 338
2022
Q4 		– Sell
-100
Closed -$3K – 408
2022
Q3 		$3K Hold
100
– – ﹤0.01% 367
2022
Q2 		$3K Hold
100
– – ﹤0.01% 392
2022
Q1 		$3K Hold
100
– – ﹤0.01% 435
2021
Q4 		$3K Hold
100
– – ﹤0.01% 442
2021
Q3 		$3K Buy
+100
New +$2.52K ﹤0.01% 428

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

O'Dell Group's WMB Position: Q1 2024 in Review

O'Dell Group sold out of Williams Companies (WMB) in Q1 2024, closing a stake of 100 shares — an estimated $3.48K sold.

O'Dell Group first reported a position in WMB in Q3 2021 and held it in 7 quarters. The position peaked at $10.7K in Q2 2023. 1,248 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

  • O'Dell Group reported no remaining Williams Companies position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 100 Williams Companies shares in Q1 2024, an estimated $3.48K.
  • O'Dell Group first reported a position in Williams Companies in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's Williams Companies position peaked at $10.7K in Q2 2023.
  • 1,248 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.