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Okabena Investment Services’s Williams Companies WMB Stock Holding History

Okabena Investment 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
2023
Q2 		– Sell
-17
Closed -$508 – 250
2023
Q1 		$508 Buy
+17
New +$525 ﹤0.01% 200
2022
Q4 		– Sell
-2,850
Closed -$82K – 253
2022
Q3 		$82K Buy
+2,850
New +$92.8K 0.04% 126

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

Okabena Investment Services's WMB Position: Q2 2023 in Review

Okabena Investment Services sold out of Williams Companies (WMB) in Q2 2023, closing a stake of 17 shares — an estimated $508 sold.

Okabena Investment Services first reported a position in WMB in Q3 2022 and held it in 2 quarters. The position peaked at $82K in Q3 2022. 1,145 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

  • Okabena Investment Services reported no remaining Williams Companies position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 17 Williams Companies shares in Q2 2023, an estimated $508.
  • Okabena Investment Services first reported a position in Williams Companies in Q3 2022 and held it in 2 quarters.
  • Okabena Investment Services's Williams Companies position peaked at $82K in Q3 2022.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.