Stelac Advisory Services’s Williams Companies WMB Stock Holding History

Stelac Advisory Services’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	-14,780	Closed	-$482K	–	162
2023 Q2	$482K	Sell	14,780 -971	-6%	-$29.1K	0.22%	90
2023 Q1	$470K	Hold	15,751	–	–	0.2%	87
2022 Q4	$518K	Hold	15,751	–	–	0.23%	70
2022 Q3	$451K	Hold	15,751	–	–	0.21%	84
2022 Q2	$492K	Buy	15,751 +10,353	+192%	+$357K	0.2%	81
2022 Q1	$180K	Sell	5,398 -10,457	-66%	-$320K	0.06%	118
2021 Q4	$413K	Buy	15,855 +377	+2%	+$10.4K	0.11%	111
2021 Q3	$401K	Buy	15,478 +3,285	+27%	+$82.7K	0.11%	142
2021 Q2	$324K	Buy	+12,193	New	+$312K	0.07%	171

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

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

Stelac Advisory Services's WMB Position: Q3 2023 in Review

Stelac Advisory Services sold out of Williams Companies (WMB) in Q3 2023, closing a stake of 14,780 shares — an estimated $482K sold.

Stelac Advisory Services first reported a position in WMB in Q2 2021 and held it in 9 quarters. The position peaked at $518K in Q4 2022. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

Stelac Advisory Services reported no remaining Williams Companies position as of Q3 2023 after selling out during the quarter.
Stelac Advisory Services sold 14,780 Williams Companies shares in Q3 2023, an estimated $482K.
Stelac Advisory Services first reported a position in Williams Companies in Q2 2021 and held it in 9 quarters.
Stelac Advisory Services's Williams Companies position peaked at $518K in Q4 2022.
1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

Based on Stelac Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.