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Perpetual Investment Management’s Williams Companies WMB Stock Holding History

Perpetual Investment 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
2022
Q2 		– Sell
-12,700
Closed -$424K – 239
2022
Q1 		$424K Hold
12,700
– – 0.05% 167
2021
Q4 		$331K Hold
12,700
– – 0.04% 187
2021
Q3 		$329K Hold
12,700
– – 0.04% 177
2021
Q2 		$337K Buy
+12,700
New +$325K 0.05% 173

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perpetual Investment Management's WMB Position: Q2 2022 in Review

Perpetual Investment Management sold out of Williams Companies (WMB) in Q2 2022, closing a stake of 12,700 shares — an estimated $424K sold.

Perpetual Investment Management first reported a position in WMB in Q2 2021 and held it in 4 quarters. The position peaked at $424K in Q1 2022. 1,121 funds tracked by Wall St. Rank hold WMB as of Q2 2022.

  • Perpetual Investment Management reported no remaining Williams Companies position as of Q2 2022 after selling out during the quarter.
  • Perpetual Investment Management sold 12,700 Williams Companies shares in Q2 2022, an estimated $424K.
  • Perpetual Investment Management first reported a position in Williams Companies in Q2 2021 and held it in 4 quarters.
  • Perpetual Investment Management's Williams Companies position peaked at $424K in Q1 2022.
  • 1,121 funds tracked by Wall St. Rank held Williams Companies as of Q2 2022.

Based on Perpetual Investment Management's 13F filing for Q2 2022, filed 10 Aug 2022.