Rockwood Wealth Management’s Williams Companies WMB Stock Holding History

Rockwood Wealth 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
2022 Q1	–	Sell	-20,375	Closed	-$531K	–	123
2021 Q4	$531K	Buy	+20,375	New	+$563K	0.24%	47

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rockwood Wealth Management's WMB Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Williams Companies (WMB) in Q1 2022, closing a stake of 20,375 shares — an estimated $531K sold.

Rockwood Wealth Management first reported a position in WMB in Q4 2021 and held it in 1 quarter. The position peaked at $531K in Q4 2021. 1,103 funds tracked by Wall St. Rank hold WMB as of Q1 2022.

Rockwood Wealth Management reported no remaining Williams Companies position as of Q1 2022 after selling out during the quarter.
Rockwood Wealth Management sold 20,375 Williams Companies shares in Q1 2022, an estimated $531K.
Rockwood Wealth Management first reported a position in Williams Companies in Q4 2021 and held it in 1 quarter.
Rockwood Wealth Management's Williams Companies position peaked at $531K in Q4 2021.
1,103 funds tracked by Wall St. Rank held Williams Companies as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.