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	–	459
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 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 $3.38T AUM 44.17% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

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

Parisi Gray Wealth Management's WMB Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Williams Companies (WMB) in Q3 2021, closing a stake of 994 shares — an estimated $26K sold.

Parisi Gray Wealth Management first reported a position in WMB in Q4 2017 and held it in 7 quarters. The position peaked at $49K in Q4 2017. 964 funds tracked by Wall St. Rank hold WMB as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Williams Companies position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 994 Williams Companies shares in Q3 2021, an estimated $26K.
Parisi Gray Wealth Management first reported a position in Williams Companies in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Williams Companies position peaked at $49K in Q4 2017.
964 funds tracked by Wall St. Rank held Williams Companies as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.