Quest Capital Management’s Williams Companies WMB Stock Holding History

Quest Capital 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
2021 Q4	$497K	Buy	19,086 +486	+3%	+$13.4K	0.09%	150
2021 Q3	$482K	Buy	18,600 +266	+1%	+$6.7K	0.09%	142
2021 Q2	$487K	Buy	18,334 +2,055	+13%	+$52.6K	0.1%	139
2021 Q1	$386K	Buy	16,279 +4,083	+33%	+$92.7K	0.08%	156
2020 Q4	$245K	Sell	12,196 -378	-3%	-$7.66K	0.06%	214
2020 Q3	$247K	Sell	12,574 -32	-0.3%	-$651	0.07%	180
2020 Q2	$240K	Buy	12,606 +99	+0.8%	+$1.84K	0.07%	172
2020 Q1	$177K	Buy	+12,507	New	+$242K	0.06%	168

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Quest Capital Management's WMB Position: Q4 2021 in Review

Quest Capital Management increased its Williams Companies (WMB) stake by 2.6% in Q4 2021, buying an estimated $13.4K and bringing the position to 19,086 shares worth $497K. The position accounts for 0.09% of the portfolio, ranked #150.

Quest Capital Management first reported a position in WMB in Q1 2020 and has held it in 8 quarters since. 1,028 funds tracked by Wall St. Rank hold WMB as of Q4 2021.

Quest Capital Management held 19,086 shares of Williams Companies worth $497K as of Q4 2021.
Quest Capital Management bought 486 Williams Companies shares in Q4 2021, an estimated $13.4K.
Williams Companies made up 0.09% of Quest Capital Management's portfolio in Q4 2021, its #150 holding.
Quest Capital Management first reported a position in Williams Companies in Q1 2020 and has held it in 8 quarters since.
1,028 funds tracked by Wall St. Rank held Williams Companies as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.