Outlook Wealth Advisors’s Williams Companies WMB Stock Holding History

Outlook Wealth 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
2022 Q3	–	Sell	-12,321	Closed	-$385K	–	200
2022 Q2	$385K	Buy	12,321 +118	+1%	+$4.07K	0.16%	141
2022 Q1	$407K	Sell	12,203 -33	-0.3%	-$1.01K	0.14%	149
2021 Q4	$319K	Buy	12,236 +436	+4%	+$12K	0.09%	164
2021 Q3	$306K	Buy	11,800 +365	+3%	+$9.19K	0.1%	177
2021 Q2	$304K	Buy	11,435 +1,980	+21%	+$50.7K	0.1%	178
2021 Q1	$224K	Buy	+9,455	New	+$215K	0.08%	180

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Outlook Wealth Advisors's WMB Position: Q3 2022 in Review

Outlook Wealth Advisors sold out of Williams Companies (WMB) in Q3 2022, closing a stake of 12,321 shares — an estimated $385K sold.

Outlook Wealth Advisors first reported a position in WMB in Q1 2021 and held it in 6 quarters. The position peaked at $407K in Q1 2022. 1,097 funds tracked by Wall St. Rank hold WMB as of Q3 2022.

Outlook Wealth Advisors reported no remaining Williams Companies position as of Q3 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 12,321 Williams Companies shares in Q3 2022, an estimated $385K.
Outlook Wealth Advisors first reported a position in Williams Companies in Q1 2021 and held it in 6 quarters.
Outlook Wealth Advisors's Williams Companies position peaked at $407K in Q1 2022.
1,097 funds tracked by Wall St. Rank held Williams Companies as of Q3 2022.

Based on Outlook Wealth Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.