Sierra Capital’s Williams Companies WMB Stock Holding History

Sierra Capital’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	-80	Closed	-$3K	–	554
2022 Q4	$3K	Hold	80	–	–	﹤0.01%	486
2022 Q3	$2K	Hold	80	–	–	﹤0.01%	552
2022 Q2	$2K	Hold	80	–	–	﹤0.01%	622
2022 Q1	$3K	Hold	80	–	–	﹤0.01%	623
2021 Q4	$2K	Buy	+80	New	+$2.21K	﹤0.01%	730

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

Sierra Capital's WMB Position: Q1 2023 in Review

Sierra Capital sold out of Williams Companies (WMB) in Q1 2023, closing a stake of 80 shares — an estimated $3K sold.

Sierra Capital first reported a position in WMB in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q4 2022. 1,136 funds tracked by Wall St. Rank hold WMB as of Q1 2023.

Sierra Capital reported no remaining Williams Companies position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 80 Williams Companies shares in Q1 2023, an estimated $3K.
Sierra Capital first reported a position in Williams Companies in Q4 2021 and held it in 5 quarters.
Sierra Capital's Williams Companies position peaked at $3K in Q4 2022.
1,136 funds tracked by Wall St. Rank held Williams Companies as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.