OV Management’s Williams Companies WMB Stock Holding History

OV Management’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 Q2	–	Sell	-40,000	Closed	-$1.56M	–	63
2024 Q1	$1.56M	Hold	40,000	–	–	1.13%	33
2023 Q4	$1.39M	Buy	+40,000	New	+$1.4M	1.15%	39

Other funds holding WMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OV Management's WMB Position: Q2 2024 in Review

OV Management sold out of Williams Companies (WMB) in Q2 2024, closing a stake of 40,000 shares — an estimated $1.56M sold.

OV Management first reported a position in WMB in Q4 2023 and held it in 2 quarters. The position peaked at $1.56M in Q1 2024. 1,309 funds tracked by Wall St. Rank hold WMB as of Q2 2024.

OV Management reported no remaining Williams Companies position as of Q2 2024 after selling out during the quarter.
OV Management sold 40,000 Williams Companies shares in Q2 2024, an estimated $1.56M.
OV Management first reported a position in Williams Companies in Q4 2023 and held it in 2 quarters.
OV Management's Williams Companies position peaked at $1.56M in Q1 2024.
1,309 funds tracked by Wall St. Rank held Williams Companies as of Q2 2024.

Based on OV Management's 13F filing for Q2 2024, filed 8 Aug 2024.