SkyView Investment Advisors’s Williams Companies WMB Stock Holding History

SkyView Investment 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
2023 Q3	–	Sell	-7,877	Closed	-$257K	–	764
2023 Q2	$257K	Sell	7,877 -5,031	-39%	-$151K	0.06%	341
2023 Q1	$385K	Sell	12,908 -1,236	-9%	-$38.2K	0.09%	262
2022 Q4	$465K	Buy	14,144 +1,470	+12%	+$47.9K	0.14%	221
2022 Q3	$363K	Sell	12,674 -34	-0.3%	-$1.11K	0.11%	273
2022 Q2	$397K	Hold	12,708	–	–	0.1%	274
2022 Q1	$466K	Sell	12,708 -2,910	-19%	-$88.9K	0.11%	260
2021 Q4	$407K	Hold	15,618	–	–	0.09%	262
2021 Q3	$405K	Sell	15,618 -1,549	-9%	-$39K	0.11%	212
2021 Q2	$407K	Hold	17,167	–	–	0.19%	112
2021 Q1	$407K	Sell	17,167 -1,247	-7%	-$28.3K	0.18%	119
2020 Q4	$369K	Buy	+18,414	New	+$373K	0.17%	117

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 $3.38T AUM 44.17% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SkyView Investment Advisors's WMB Position: Q3 2023 in Review

SkyView Investment Advisors sold out of Williams Companies (WMB) in Q3 2023, closing a stake of 7,877 shares — an estimated $257K sold.

SkyView Investment Advisors first reported a position in WMB in Q4 2020 and held it in 11 quarters. The position peaked at $466K in Q1 2022. 1,144 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

SkyView Investment Advisors reported no remaining Williams Companies position as of Q3 2023 after selling out during the quarter.
SkyView Investment Advisors sold 7,877 Williams Companies shares in Q3 2023, an estimated $257K.
SkyView Investment Advisors first reported a position in Williams Companies in Q4 2020 and held it in 11 quarters.
SkyView Investment Advisors's Williams Companies position peaked at $466K in Q1 2022.
1,144 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.