Romano Brothers & Co’s Williams Companies WMB Stock Holding History

Romano Brothers & Co’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 Q1	–	Sell	-192	Closed	-$6.32K	–	985
2022 Q4	$6.32K	Buy	+192	New	+$6.25K	﹤0.01%	797

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Romano Brothers & Co's WMB Position: Q1 2023 in Review

Romano Brothers & Co sold out of Williams Companies (WMB) in Q1 2023, closing a stake of 192 shares — an estimated $6.32K sold.

Romano Brothers & Co first reported a position in WMB in Q4 2022 and held it in 1 quarter. The position peaked at $6.32K in Q4 2022. 1,136 funds tracked by Wall St. Rank hold WMB as of Q1 2023.

Romano Brothers & Co reported no remaining Williams Companies position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 192 Williams Companies shares in Q1 2023, an estimated $6.32K.
Romano Brothers & Co first reported a position in Williams Companies in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Williams Companies position peaked at $6.32K in Q4 2022.
1,136 funds tracked by Wall St. Rank held Williams Companies as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.