SWM
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Sugarloaf Wealth Management’s Williams Companies WMB Stock Holding History

Sugarloaf Wealth 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
2023
Q4 		– Sell
-274
Closed -$9.24K – 704
2023
Q3 		$9.24K Sell
274
-3,896
-93% -$133K ﹤0.01% 474
2023
Q2 		$136K Sell
4,170
-1,851
-31% -$55.6K 0.03% 180
2023
Q1 		$180K Buy
6,021
+3,762
+167% +$116K 0.04% 139
2022
Q4 		$74.3K Buy
2,259
+1,424
+171% +$46.4K 0.02% 229
2022
Q3 		$24K Sell
835
-545
-39% -$17.8K 0.01% 402
2022
Q2 		$43K Buy
1,380
+1,177
+580% +$40.6K 0.01% 314
2022
Q1 		$7K Hold
203
– – ﹤0.01% 536
2021
Q4 		$5K Hold
203
– – ﹤0.01% 601
2021
Q3 		$5K Hold
203
– – ﹤0.01% 617
2021
Q2 		$5K Sell
203
-1,061
-84% -$27.2K ﹤0.01% 606
2021
Q1 		$17K Buy
1,264
+172
+16% +$3.91K 0.01% 438
2020
Q4 		$22K Buy
1,092
+378
+53% +$7.66K 0.01% 369
2020
Q3 		$15K Buy
714
+460
+181% +$9.37K 0.01% 406
2020
Q2 		$5K Buy
254
+51
+25% +$949 ﹤0.01% 532
2020
Q1 		$3K Hold
203
– – ﹤0.01% 581
2019
Q4 		$5K Buy
+203
New +$4.65K ﹤0.01% 555

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Sugarloaf Wealth Management's WMB Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of Williams Companies (WMB) in Q4 2023, closing a stake of 274 shares — an estimated $9.24K sold.

Sugarloaf Wealth Management first reported a position in WMB in Q4 2019 and held it in 16 quarters. The position peaked at $180K in Q1 2023. 1,234 funds tracked by Wall St. Rank hold WMB as of Q4 2023.

  • Sugarloaf Wealth Management reported no remaining Williams Companies position as of Q4 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 274 Williams Companies shares in Q4 2023, an estimated $9.24K.
  • Sugarloaf Wealth Management first reported a position in Williams Companies in Q4 2019 and held it in 16 quarters.
  • Sugarloaf Wealth Management's Williams Companies position peaked at $180K in Q1 2023.
  • 1,234 funds tracked by Wall St. Rank held Williams Companies as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.