Resource Management’s Williams Companies WMB Stock Holding History

Resource 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
2021 Q4	$233K	Hold	8,953	–	–	0.02%	171
2021 Q3	$232K	Hold	8,953	–	–	0.03%	164
2021 Q2	$238K	Hold	8,953	–	–	0.03%	170
2021 Q1	$212K	Buy	+8,953	New	+$203K	0.03%	175
2020 Q1	–	Sell	-9,546	Closed	-$226K	–	158
2019 Q4	$226K	Buy	9,546 +593	+7%	+$13.6K	0.04%	134
2019 Q3	$215K	Hold	8,953	–	–	0.04%	129
2019 Q2	$251K	Hold	8,953	–	–	0.04%	123
2019 Q1	$257K	Buy	+8,953	New	+$240K	0.05%	117
2018 Q4	–	Sell	-8,953	Closed	-$243K	–	144
2018 Q3	$243K	Buy	+8,953	New	+$260K	0.04%	122

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Resource Management's WMB Position: Q4 2021 in Review

Resource Management held its Williams Companies (WMB) position steady in Q4 2021 at 8,953 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #171.

Resource Management first reported a position in WMB in Q3 2018 and has held it in 9 quarters since. The position peaked at $257K in Q1 2019. 1,029 funds tracked by Wall St. Rank hold WMB as of Q4 2021.

Resource Management held 8,953 shares of Williams Companies worth $233K as of Q4 2021.
Resource Management left its Williams Companies share count unchanged in Q4 2021.
Williams Companies made up 0.02% of Resource Management's portfolio in Q4 2021, its #171 holding.
Resource Management first reported a position in Williams Companies in Q3 2018 and has held it in 9 quarters since.
Resource Management's Williams Companies position peaked at $257K in Q1 2019.
1,029 funds tracked by Wall St. Rank held Williams Companies as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.