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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return