Sonora Investment Management’s Williams Companies WMB Stock Holding History

Sonora Investment 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
2021 Q3	$71K	Hold	2,750	–	–	0.01%	348
2021 Q2	$73K	Buy	2,750 +61	+2%	+$1.56K	0.01%	323
2021 Q1	$64K	Hold	2,689	–	–	0.01%	512
2020 Q4	$54K	Sell	2,689 -1,713	-39%	-$34.7K	﹤0.01%	591
2020 Q3	$86K	Buy	4,402 +1,713	+64%	+$34.9K	0.01%	423
2020 Q2	$51K	Sell	2,689 -53	-2%	-$986	0.01%	514
2020 Q1	$39K	Buy	2,742 +2,354	+607%	+$45.6K	﹤0.01%	562
2019 Q4	$9K	Hold	388	–	–	﹤0.01%	1271
2019 Q3	$9K	Hold	388	–	–	﹤0.01%	1274
2019 Q2	$11K	Buy	388 +379	+4,211%	+$10.5K	﹤0.01%	1115
2019 Q1	$0	Sell	9 -113	-93%	-$3.03K	﹤0.01%	1536
2018 Q4	$3K	Buy	+122	New	+$3.05K	﹤0.01%	1121
2018 Q3	–	Sell	-68	Closed	-$2K	–	1265
2018 Q2	$2K	Hold	68	–	–	﹤0.01%	1075
2018 Q1	$1.69K	Hold	68	–	–	﹤0.01%	1079
2017 Q4	$2.07K	Buy	+68	New	+$1.98K	﹤0.01%	1054
2016 Q2	–	Sell	-100	Closed	-$1.91K	–	932
2016 Q1	$1.91K	Sell	100 -63	-39%	-$1.08K	﹤0.01%	848
2015 Q4	$4K	Sell	163 -92	-36%	-$3.21K	﹤0.01%	671
2015 Q3	$12K	Buy	+255	New	+$12.7K	﹤0.01%	446

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

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

Sonora Investment Management's WMB Position: Q3 2021 in Review

Sonora Investment Management held its Williams Companies (WMB) position steady in Q3 2021 at 2,750 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #348.

Sonora Investment Management first reported a position in WMB in Q3 2015 and has held it in 18 quarters since. The position peaked at $86K in Q3 2020. 964 funds tracked by Wall St. Rank hold WMB as of Q3 2021.

Sonora Investment Management held 2,750 shares of Williams Companies worth $71K as of Q3 2021.
Sonora Investment Management left its Williams Companies share count unchanged in Q3 2021.
Williams Companies made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #348 holding.
Sonora Investment Management first reported a position in Williams Companies in Q3 2015 and has held it in 18 quarters since.
Sonora Investment Management's Williams Companies position peaked at $86K in Q3 2020.
964 funds tracked by Wall St. Rank held Williams Companies as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.