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Steward Financial Group’s Williams Companies WMB Stock Holding History

Steward Financial Group’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 		$30K Sell
891
-12
-1% -$410 0.01% 202
2023
Q2 		$29K Buy
+903
New +$27.1K 0.01% 197
2022
Q3 		– Sell
-390
Closed -$12K – 1330
2022
Q2 		$12K Buy
+390
New +$13.5K 0.01% 224

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

Steward Financial Group's WMB Position: Q3 2023 in Review

Steward Financial Group reduced its Williams Companies (WMB) stake by 1.3% in Q3 2023, selling an estimated $410 and leaving 891 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #202.

Steward Financial Group first reported a position in WMB in Q2 2022 and has held it in 3 quarters since. 1,144 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

  • Steward Financial Group held 891 shares of Williams Companies worth $30K as of Q3 2023.
  • Steward Financial Group sold 12 Williams Companies shares in Q3 2023, an estimated $410.
  • Williams Companies made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #202 holding.
  • Steward Financial Group first reported a position in Williams Companies in Q2 2022 and has held it in 3 quarters since.
  • 1,144 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.