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Reliant Investment Management’s Williams Companies WMB Stock Holding History

Reliant Investment 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
2023
Q3 		– Sell
-118,355
Closed -$3.86M – 66
2023
Q2 		$3.86M Sell
118,355
-2,750
-2% -$82.5K 2.23% 25
2023
Q1 		$3.62M Sell
121,105
-9,395
-7% -$290K 2.28% 24
2022
Q4 		$4.29M Buy
+130,500
New +$4.25M 2.56% 20

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Reliant Investment Management's WMB Position: Q3 2023 in Review

Reliant Investment Management sold out of Williams Companies (WMB) in Q3 2023, closing a stake of 118,355 shares — an estimated $3.86M sold.

Reliant Investment Management first reported a position in WMB in Q4 2022 and held it in 3 quarters. The position peaked at $4.29M in Q4 2022. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

  • Reliant Investment Management reported no remaining Williams Companies position as of Q3 2023 after selling out during the quarter.
  • Reliant Investment Management sold 118,355 Williams Companies shares in Q3 2023, an estimated $3.86M.
  • Reliant Investment Management first reported a position in Williams Companies in Q4 2022 and held it in 3 quarters.
  • Reliant Investment Management's Williams Companies position peaked at $4.29M in Q4 2022.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

Based on Reliant Investment Management's 13F filing for Q3 2023, filed 13 Oct 2023.