S
WMB icon

Surevest’s Williams Companies WMB Stock Holding History

Surevest’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
2022
Q3 		$1K Buy
+38
New +$1.24K ﹤0.01% 503

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Surevest's WMB Position: Q3 2022 in Review

Surevest opened a new position in Williams Companies (WMB) in Q3 2022: 38 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings.

1,097 funds tracked by Wall St. Rank hold WMB as of Q3 2022.

  • Surevest held 38 shares of Williams Companies worth $1K as of Q3 2022.
  • Williams Companies was a new Surevest position in Q3 2022.
  • Williams Companies made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #503 holding.
  • 1,097 funds tracked by Wall St. Rank held Williams Companies as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.