Selective Wealth Management’s Williams Companies WMB Stock Holding History

Selective 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 Q4	–	Sell	-597	Closed	-$17K	–	733
2022 Q3	$17K	Hold	597	–	–	0.01%	455
2022 Q2	$19K	Buy	+597	New	+$20.6K	0.01%	477
2021 Q2	–	Sell	-200	Closed	-$5K	–	555
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	318
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	311
2020 Q3	$4K	Hold	200	–	–	﹤0.01%	259
2020 Q2	$4K	Buy	+200	New	+$3.72K	﹤0.01%	332

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Selective Wealth Management's WMB Position: Q4 2022 in Review

Selective Wealth Management sold out of Williams Companies (WMB) in Q4 2022, closing a stake of 597 shares — an estimated $17K sold.

Selective Wealth Management first reported a position in WMB in Q2 2020 and held it in 6 quarters. The position peaked at $19K in Q2 2022. 1,149 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

Selective Wealth Management reported no remaining Williams Companies position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 597 Williams Companies shares in Q4 2022, an estimated $17K.
Selective Wealth Management first reported a position in Williams Companies in Q2 2020 and held it in 6 quarters.
Selective Wealth Management's Williams Companies position peaked at $19K in Q2 2022.
1,149 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.