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Raymond James Financial Services Advisors’s Williams Companies WMB Stock Holding History

Raymond James Financial Services 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
2023
Q1 		– Sell
-25,000
Closed -$3.75K – 3415
2022
Q4 		$3.75K Buy
+25,000
New +$814K ﹤0.01% 3227
2021
Q2 		– Sell
-11,900
Closed -$26K – 3393
2021
Q1 		$26K Buy
+11,900
New +$270K ﹤0.01% 3130

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 Financial Services Advisors's WMB Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Williams Companies (WMB) stake by 0.27% in Q3 2024, buying an estimated $98.1K and bringing the position to 841,740 shares worth $38.4M. The position accounts for 0.05% of the portfolio, ranked #342.

Raymond James Financial Services Advisors first reported a position in WMB in Q2 2013 and has held it in 40 quarters since. 1,342 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • Raymond James Financial Services Advisors held 841,740 shares of Williams Companies worth $38.4M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 2,232 Williams Companies shares in Q3 2024, an estimated $98.1K.
  • Williams Companies made up 0.05% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #342 holding.
  • Raymond James Financial Services Advisors first reported a position in Williams Companies in Q2 2013 and has held it in 40 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.