Sargent Bickham Lagudis’s Williams Companies WMB Stock Holding History

Sargent Bickham Lagudis’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 Q4	$5.97K	Buy	181 +2	+1%	+$65	﹤0.01%	784
2022 Q3	$5K	Buy	179 +3	+2%	+$98	﹤0.01%	791
2022 Q2	$6K	Buy	176 +2	+1%	+$69	﹤0.01%	781
2022 Q1	$6K	Buy	174 +2	+1%	+$61	﹤0.01%	783
2021 Q4	$4K	Buy	172 +3	+2%	+$83	﹤0.01%	839
2021 Q3	$4K	Buy	169 +2	+1%	+$50	﹤0.01%	839
2021 Q2	$4K	Buy	167 +3	+2%	+$77	﹤0.01%	827
2021 Q1	$4K	Sell	164 -505	-75%	-$11.5K	﹤0.01%	822
2020 Q4	$13K	Buy	669 +3	+0.5%	+$61	﹤0.01%	625
2020 Q3	$13K	Buy	666 +3	+0.5%	+$61	﹤0.01%	567
2020 Q2	$13K	Sell	663 -41	-6%	-$763	﹤0.01%	544
2020 Q1	$10K	Sell	704 -1,618	-70%	-$31.3K	﹤0.01%	560
2019 Q4	$55K	Buy	2,322 +1,627	+234%	+$37.3K	0.01%	367
2019 Q3	$17K	Buy	695 +143	+26%	+$3.6K	﹤0.01%	500
2019 Q2	$15K	Sell	552 -193	-26%	-$5.36K	﹤0.01%	540
2019 Q1	$21K	Hold	745	–	–	﹤0.01%	508
2018 Q4	$16K	Sell	745 -171	-19%	-$4.28K	﹤0.01%	522
2018 Q3	$25K	Buy	916 +215	+31%	+$6.24K	﹤0.01%	464
2018 Q2	$19K	Hold	701	–	–	﹤0.01%	501
2018 Q1	$17K	Buy	701 +85	+14%	+$2.51K	﹤0.01%	502
2017 Q4	$19K	Hold	616	–	–	﹤0.01%	503
2017 Q3	$18K	Sell	616 -160	-21%	-$4.87K	﹤0.01%	517
2017 Q2	$23K	Buy	776 +160	+26%	+$4.77K	﹤0.01%	465
2017 Q1	$18K	Hold	616	–	–	﹤0.01%	505
2016 Q4	$19K	Buy	616 +108	+21%	+$3.25K	﹤0.01%	474
2016 Q3	$16K	Hold	508	–	–	﹤0.01%	504
2016 Q2	$11K	Hold	508	–	–	﹤0.01%	539
2016 Q1	$8K	Buy	+508	New	+$8.73K	﹤0.01%	595

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sargent Bickham Lagudis's WMB Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Williams Companies (WMB) stake by 1.1% in Q4 2022, buying an estimated $65 and bringing the position to 181 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Sargent Bickham Lagudis first reported a position in WMB in Q1 2016 and has held it in 28 quarters since. The position peaked at $55K in Q4 2019. 1,150 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

Sargent Bickham Lagudis held 181 shares of Williams Companies worth $5.97K as of Q4 2022.
Sargent Bickham Lagudis bought 2 Williams Companies shares in Q4 2022, an estimated $65.
Williams Companies made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #784 holding.
Sargent Bickham Lagudis first reported a position in Williams Companies in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Williams Companies position peaked at $55K in Q4 2019.
1,150 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.