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Ranch Capital Advisors’s Williams Companies WMB Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-775
Closed -$20K – 601
2021
Q3 		$20K Buy
775
+400
+107% +$10.1K 0.01% 378
2021
Q2 		$9K Buy
+375
New +$9.6K 0.01% 671
2021
Q1 		– Sell
-181
Closed -$3K – 915
2020
Q4 		$3K Sell
181
-150
-45% -$3.04K ﹤0.01% 787
2020
Q3 		$6K Sell
331
-161
-33% -$3.28K ﹤0.01% 703
2020
Q2 		$10K Hold
492
– – 0.01% 632
2020
Q1 		$6K Hold
492
– – 0.01% 697
2019
Q4 		$12K Buy
+492
New +$11.3K 0.01% 628

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ranch Capital Advisors's WMB Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Williams Companies (WMB) in Q4 2021, closing a stake of 775 shares — an estimated $20K sold.

Ranch Capital Advisors first reported a position in WMB in Q4 2019 and held it in 7 quarters. The position peaked at $20K in Q3 2021. 1,028 funds tracked by Wall St. Rank hold WMB as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Williams Companies position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 775 Williams Companies shares in Q4 2021, an estimated $20K.
  • Ranch Capital Advisors first reported a position in Williams Companies in Q4 2019 and held it in 7 quarters.
  • Ranch Capital Advisors's Williams Companies position peaked at $20K in Q3 2021.
  • 1,028 funds tracked by Wall St. Rank held Williams Companies as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.