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Principal Street Partners’s Williams Companies WMB Stock Holding History

Principal Street Partners’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
Q1 		– Sell
-12,220
Closed -$402K – 241
2022
Q4 		$402K Sell
12,220
-685
-5% -$22.3K 0.1% 140
2022
Q3 		$369K Buy
12,905
+238
+2% +$7.75K 0.1% 140
2022
Q2 		$396K Sell
12,667
-4,648
-27% -$160K 0.1% 139
2022
Q1 		$579K Buy
+17,315
New +$529K 0.13% 129

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
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 $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Street Partners's WMB Position: Q1 2023 in Review

Principal Street Partners sold out of Williams Companies (WMB) in Q1 2023, closing a stake of 12,220 shares — an estimated $402K sold.

Principal Street Partners first reported a position in WMB in Q1 2022 and held it in 4 quarters. The position peaked at $579K in Q1 2022. 1,136 funds tracked by Wall St. Rank hold WMB as of Q1 2023.

  • Principal Street Partners reported no remaining Williams Companies position as of Q1 2023 after selling out during the quarter.
  • Principal Street Partners sold 12,220 Williams Companies shares in Q1 2023, an estimated $402K.
  • Principal Street Partners first reported a position in Williams Companies in Q1 2022 and held it in 4 quarters.
  • Principal Street Partners's Williams Companies position peaked at $579K in Q1 2022.
  • 1,136 funds tracked by Wall St. Rank held Williams Companies as of Q1 2023.

Based on Principal Street Partners's 13F filing for Q1 2023, filed 11 May 2023.