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Parisi Gray Wealth Management’s Williams Companies WMB Stock Holding History

Parisi Gray Wealth 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
2021
Q3 		– Sell
-994
Closed -$26K – 559
2021
Q2 		$26K Buy
+994
New +$25.5K 0.01% 352
2019
Q2 		– Sell
-962
Closed -$28K – 461
2019
Q1 		$28K Hold
962
– – 0.02% 273
2018
Q4 		$21K Hold
962
– – 0.01% 308
2018
Q3 		$26K Sell
962
-388
-29% -$11.3K 0.02% 309
2018
Q2 		$37K Hold
1,350
– – 0.02% 277
2018
Q1 		$33K Sell
1,350
-232
-15% -$6.85K 0.03% 278
2017
Q4 		$49K Buy
+1,582
New +$46K 0.04% 223

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return