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Raymond James & Associates’s Williams Companies WMB Stock Holding History

Raymond James & Associates’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
2016
Q3 		– Sell
-55,900
Closed -$22K – 3307
2016
Q2 		$22K Buy
+55,900
New +$1.12M ﹤0.01% 2929

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

Raymond James & Associates's WMB Position: Q3 2024 in Review

Raymond James & Associates reduced its Williams Companies (WMB) stake by 10% in Q3 2024, selling an estimated $37M and leaving 7,348,035 shares worth $335M. The position accounts for 0.2% of the portfolio, ranked #89.

Raymond James & Associates first reported a position in WMB in Q2 2013 and has held it in 46 quarters since. The position peaked at $348M in Q2 2024. 1,341 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • Raymond James & Associates held 7,348,035 shares of Williams Companies worth $335M as of Q3 2024.
  • Raymond James & Associates sold 842,234 Williams Companies shares in Q3 2024, an estimated $37M.
  • Williams Companies made up 0.2% of Raymond James & Associates's portfolio in Q3 2024, its #89 holding.
  • Raymond James & Associates first reported a position in Williams Companies in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's Williams Companies position peaked at $348M in Q2 2024.
  • 1,341 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.