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Oracle Alpha’s Williams Companies WMB Stock Holding History

Oracle Alpha’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 		$437K Buy
11,220
+241
+2% +$8.56K 0.78% 29
2023
Q4 		$382K Buy
+10,979
New +$385K 0.49% 61

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Oracle Alpha's WMB Position: Q1 2024 in Review

Oracle Alpha increased its Williams Companies (WMB) stake by 2.2% in Q1 2024, buying an estimated $8.56K and bringing the position to 11,220 shares worth $437K. The position accounts for 0.78% of the portfolio, ranked #29.

Oracle Alpha first reported a position in WMB in Q4 2023 and has held it in 2 quarters since. 1,247 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

  • Oracle Alpha held 11,220 shares of Williams Companies worth $437K as of Q1 2024.
  • Oracle Alpha bought 241 Williams Companies shares in Q1 2024, an estimated $8.56K.
  • Williams Companies made up 0.78% of Oracle Alpha's portfolio in Q1 2024, its #29 holding.
  • Oracle Alpha first reported a position in Williams Companies in Q4 2023 and has held it in 2 quarters since.
  • 1,247 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.