RE Dickinson Investment Advisors’s Williams Companies WMB Stock Holding History

RE Dickinson Investment 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
2024 Q4	$300	Buy	+5	New	+$269	﹤0.01%	264

Other funds holding WMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RE Dickinson Investment Advisors's WMB Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in Williams Companies (WMB) in Q4 2024: 5 shares worth $300. The stake represents ﹤0.01% of the portfolio and ranks #264 among its holdings.

1,520 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

RE Dickinson Investment Advisors held 5 shares of Williams Companies worth $300 as of Q4 2024.
Williams Companies was a new RE Dickinson Investment Advisors position in Q4 2024.
Williams Companies made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #264 holding.
1,520 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.