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One Wealth Management Investment & Advisory Services’s Williams Companies WMB Stock Holding History

One Wealth Management Investment & Advisory 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
Q3 		– Sell
-4,862
Closed -$207K – 135
2024
Q2 		$207K Buy
+4,862
New +$195K 0.08% 125

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's WMB Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Williams Companies (WMB) in Q3 2024, closing a stake of 4,862 shares — an estimated $207K sold.

One Wealth Management Investment & Advisory Services first reported a position in WMB in Q2 2024 and held it in 1 quarter. The position peaked at $207K in Q2 2024. 1,341 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Williams Companies position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 4,862 Williams Companies shares in Q3 2024, an estimated $207K.
  • One Wealth Management Investment & Advisory Services first reported a position in Williams Companies in Q2 2024 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Williams Companies position peaked at $207K in Q2 2024.
  • 1,341 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.