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Peak Financial Advisors’s Williams Companies WMB Stock Holding History

Peak Financial 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
2023
Q3 		– Sell
-62,400
Closed -$2.04M – 75
2023
Q2 		$2.04M Buy
62,400
+3,018
+5% +$90.6K 1.6% 24
2023
Q1 		$1.77M Sell
59,382
-1,672
-3% -$51.6K 1.5% 22
2022
Q4 		$2.01M Buy
61,054
+1,202
+2% +$39.1K 1.83% 18
2022
Q3 		$1.71M Buy
59,852
+714
+1% +$23.3K 2.11% 17
2022
Q2 		$1.85M Buy
+59,138
New +$2.04M 1.83% 17

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peak Financial Advisors's WMB Position: Q3 2023 in Review

Peak Financial Advisors sold out of Williams Companies (WMB) in Q3 2023, closing a stake of 62,400 shares — an estimated $2.04M sold.

Peak Financial Advisors first reported a position in WMB in Q2 2022 and held it in 5 quarters. The position peaked at $2.04M in Q2 2023. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

  • Peak Financial Advisors reported no remaining Williams Companies position as of Q3 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 62,400 Williams Companies shares in Q3 2023, an estimated $2.04M.
  • Peak Financial Advisors first reported a position in Williams Companies in Q2 2022 and held it in 5 quarters.
  • Peak Financial Advisors's Williams Companies position peaked at $2.04M in Q2 2023.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.