Professional Financial Advisors’s Williams Companies WMB Stock Holding History

Professional 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
2022 Q4	–	Sell	-673	Closed	-$19K	–	473
2022 Q3	$19K	Buy	673 +150	+29%	+$4.89K	0.01%	232
2022 Q2	$16K	Hold	523	–	–	0.01%	260
2022 Q1	$17K	Hold	523	–	–	0.01%	257
2021 Q4	$14K	Hold	523	–	–	0.01%	288
2021 Q3	$14K	Hold	523	–	–	0.01%	242
2021 Q2	$14K	Hold	523	–	–	0.01%	249
2021 Q1	$12K	Hold	523	–	–	0.01%	235
2020 Q4	$10K	Sell	523 -23	-4%	-$466	0.01%	242
2020 Q3	$10K	Buy	+546	New	+$11.1K	0.01%	227

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Professional Financial Advisors's WMB Position: Q4 2022 in Review

Professional Financial Advisors sold out of Williams Companies (WMB) in Q4 2022, closing a stake of 673 shares — an estimated $19K sold.

Professional Financial Advisors first reported a position in WMB in Q3 2020 and held it in 9 quarters. The position peaked at $19K in Q3 2022. 1,149 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

Professional Financial Advisors reported no remaining Williams Companies position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 673 Williams Companies shares in Q4 2022, an estimated $19K.
Professional Financial Advisors first reported a position in Williams Companies in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Williams Companies position peaked at $19K in Q3 2022.
1,149 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.