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Pettinga Financial Advisors’s Williams Companies WMB Stock Holding History

Pettinga 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
Q4 		– Sell
-6,284
Closed -$212K – 121
2023
Q3 		$212K Sell
6,284
-1,050
-14% -$35.8K 0.06% 102
2023
Q2 		$239K Sell
7,334
-650
-8% -$19.5K 0.07% 92
2023
Q1 		$238K Buy
+7,984
New +$247K 0.07% 89
2022
Q2 		– Sell
-7,684
Closed -$257K – 113
2022
Q1 		$257K Buy
+7,684
New +$235K 0.06% 93
2021
Q4 		– Sell
-9,334
Closed -$242K – 122
2021
Q3 		$242K Hold
9,334
– – 0.06% 97
2021
Q2 		$248K Buy
9,334
+150
+2% +$3.84K 0.07% 95
2021
Q1 		$218K Buy
+9,184
New +$209K 0.06% 93
2020
Q4 		– Sell
-10,634
Closed -$209K – 97
2020
Q3 		$209K Buy
+10,634
New +$216K 0.09% 74

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return