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San Luis Wealth Advisors’s Williams Companies WMB Stock Holding History

San Luis Wealth Advisors’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
Q2 		– Sell
-977
Closed -$25K – 427
2022
Q1 		$25K Buy
+977
New +$29.9K 0.01% 298

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

San Luis Wealth Advisors's WMB Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Williams Companies (WMB) in Q2 2022, closing a stake of 977 shares — an estimated $25K sold.

San Luis Wealth Advisors first reported a position in WMB in Q1 2022 and held it in 1 quarter. The position peaked at $25K in Q1 2022. 1,121 funds tracked by Wall St. Rank hold WMB as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Williams Companies position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 977 Williams Companies shares in Q2 2022, an estimated $25K.
  • San Luis Wealth Advisors first reported a position in Williams Companies in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Williams Companies position peaked at $25K in Q1 2022.
  • 1,121 funds tracked by Wall St. Rank held Williams Companies as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.