PWA
WMB icon

Phoenix Wealth Advisors’s Williams Companies WMB Stock Holding History

Phoenix Wealth 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
2024
Q3 		– Sell
-8,475
Closed -$360K – 127
2024
Q2 		$360K Buy
+8,475
New +$340K 0.18% 87
2021
Q4 		– Sell
-3,100
Closed -$80K – 357
2021
Q3 		$80K Buy
3,100
+1,500
+94% +$37.8K 0.06% 160
2021
Q2 		$42K Buy
1,600
+500
+45% +$12.8K 0.03% 199
2021
Q1 		$26K Sell
1,100
-1,500
-58% -$34.1K 0.02% 242
2020
Q4 		$52K Buy
+2,600
New +$52.7K 0.04% 187

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Phoenix Wealth Advisors's WMB Position: Q3 2024 in Review

Phoenix Wealth Advisors sold out of Williams Companies (WMB) in Q3 2024, closing a stake of 8,475 shares — an estimated $360K sold.

Phoenix Wealth Advisors first reported a position in WMB in Q4 2020 and held it in 5 quarters. The position peaked at $360K in Q2 2024. 1,341 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • Phoenix Wealth Advisors reported no remaining Williams Companies position as of Q3 2024 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 8,475 Williams Companies shares in Q3 2024, an estimated $360K.
  • Phoenix Wealth Advisors first reported a position in Williams Companies in Q4 2020 and held it in 5 quarters.
  • Phoenix Wealth Advisors's Williams Companies position peaked at $360K in Q2 2024.
  • 1,341 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.