Resource Consulting Group’s Williams Companies WMB Stock Holding History

Resource Consulting Group’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 Q4	$1.98M	Hold	56,901	–	–	0.34%	18
2023 Q3	$1.92M	Hold	56,901	–	–	0.37%	15
2023 Q2	$1.86M	Buy	+56,901	New	+$1.71M	0.37%	16

Other funds holding WMB

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Resource Consulting Group's WMB Position: Q4 2023 in Review

Resource Consulting Group held its Williams Companies (WMB) position steady in Q4 2023 at 56,901 shares worth $1.98M. The position accounts for 0.34% of the portfolio, ranked #18.

Resource Consulting Group first reported a position in WMB in Q2 2023 and has held it in 3 quarters since. 1,233 funds tracked by Wall St. Rank hold WMB as of Q4 2023.

Resource Consulting Group held 56,901 shares of Williams Companies worth $1.98M as of Q4 2023.
Resource Consulting Group left its Williams Companies share count unchanged in Q4 2023.
Williams Companies made up 0.34% of Resource Consulting Group's portfolio in Q4 2023, its #18 holding.
Resource Consulting Group first reported a position in Williams Companies in Q2 2023 and has held it in 3 quarters since.
1,233 funds tracked by Wall St. Rank held Williams Companies as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.