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Ridgewood Investments’s Williams Companies WMB Stock Holding History

Ridgewood Investments’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
-150
Closed -$4.89K – 780
2023
Q2 		$4.89K Hold
150
– – ﹤0.01% 600
2023
Q1 		$4.48K Buy
+150
New +$4.63K ﹤0.01% 612

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 $3.38T AUM 44.17% 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

Ridgewood Investments's WMB Position: Q3 2023 in Review

Ridgewood Investments sold out of Williams Companies (WMB) in Q3 2023, closing a stake of 150 shares — an estimated $4.89K sold.

Ridgewood Investments first reported a position in WMB in Q1 2023 and held it in 2 quarters. The position peaked at $4.89K in Q2 2023. 1,144 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

  • Ridgewood Investments reported no remaining Williams Companies position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 150 Williams Companies shares in Q3 2023, an estimated $4.89K.
  • Ridgewood Investments first reported a position in Williams Companies in Q1 2023 and held it in 2 quarters.
  • Ridgewood Investments's Williams Companies position peaked at $4.89K in Q2 2023.
  • 1,144 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.