Readystate Asset Management’s Williams Companies WMB Stock Holding History

Readystate Asset 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
2026 Q1	$284K	Buy	+3,900	New	+$270K	0.01%	708
2024 Q2	–	Sell	-39,000	Closed	-$1.52M	–	1112
2024 Q1	$1.52M	Sell	39,000 -13,700	-26%	-$487K	0.02%	624
2023 Q4	$1.84M	Sell	52,700 -29,300	-36%	-$1.03M	0.06%	307
2023 Q3	$2.76M	Buy	+82,000	New	+$2.8M	0.14%	175
2023 Q2	–	Sell	-10,000	Closed	-$299K	–	428
2023 Q1	$299K	Buy	+10,000	New	+$309K	0.03%	273

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Readystate Asset Management's WMB Position: Q4 2023 in Review

Readystate Asset Management sold out of Williams Companies (WMB) in Q4 2023, closing a stake of 11,718 shares — an estimated $411K sold.

Readystate Asset Management first reported a position in WMB in Q3 2023 and held it in 1 quarter. The position peaked at $395K in Q3 2023. 1,233 funds tracked by Wall St. Rank hold WMB as of Q4 2023.

Readystate Asset Management reported no remaining Williams Companies position as of Q4 2023 after selling out during the quarter.
Readystate Asset Management sold 11,718 Williams Companies shares in Q4 2023, an estimated $411K.
Readystate Asset Management first reported a position in Williams Companies in Q3 2023 and held it in 1 quarter.
Readystate Asset Management's Williams Companies position peaked at $395K in Q3 2023.
1,233 funds tracked by Wall St. Rank held Williams Companies as of Q4 2023.

Based on Readystate Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.