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Sutton Wealth Advisors’s Williams Companies WMB Stock Holding History

Sutton Wealth Advisors’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 		$27.6K Buy
819
+117
+17% +$3.99K 0.01% 313
2023
Q2 		$22.9K Hold
702
– – 0.01% 334
2023
Q1 		$21K Buy
702
+110
+19% +$3.4K 0.01% 306
2022
Q4 		$19.5K Buy
592
+184
+45% +$5.99K 0.01% 702
2022
Q3 		$11.7K Sell
408
-20
-5% -$652 ﹤0.01% 844
2022
Q2 		$13.4K Buy
428
+58
+16% +$2K 0.01% 810
2022
Q1 		$12.4K Buy
370
+22
+6% +$672 ﹤0.01% 878
2021
Q4 		$9.06K Hold
348
– – ﹤0.01% 962
2021
Q3 		$9.03K Buy
348
+35
+11% +$881 ﹤0.01% 945
2021
Q2 		$8.31K Hold
313
– – ﹤0.01% 964
2021
Q1 		$7.42K Buy
313
+11
+4% +$250 ﹤0.01% 947
2020
Q4 		$6.05K Buy
302
+71
+31% +$1.44K ﹤0.01% 944
2020
Q3 		$4.54K Buy
231
+44
+24% +$896 ﹤0.01% 951
2020
Q2 		$3.56K Sell
187
-319
-63% -$5.94K ﹤0.01% 981
2020
Q1 		$7.16K Sell
506
-108
-18% -$2.09K ﹤0.01% 746
2019
Q4 		$14.6K Sell
614
-2
-0.3% -$46 0.01% 718
2019
Q3 		$14.8K Sell
616
-59
-9% -$1.49K 0.01% 685
2019
Q2 		$18.9K Buy
675
+51
+8% +$1.42K 0.01% 596
2019
Q1 		$17.9K Buy
624
+48
+8% +$1.29K 0.01% 616
2018
Q4 		$12.7K Buy
576
+537
+1,377% +$13.4K 0.01% 676
2018
Q3 		$1.06K Hold
39
– – ﹤0.01% 1038
2018
Q2 		$1.06K Hold
39
– – ﹤0.01% 1053
2018
Q1 		$970 Hold
39
– – ﹤0.01% 1050
2017
Q4 		$1.19K Hold
39
– – ﹤0.01% 998
2017
Q3 		$1.17K Hold
39
– – ﹤0.01% 988
2017
Q2 		$1.18K Hold
39
– – ﹤0.01% 988
2017
Q1 		$1.15K Sell
39
-314
-89% -$9.08K ﹤0.01% 968
2016
Q4 		$11K Hold
353
– – 0.01% 667
2016
Q3 		$10.8K Buy
353
+122
+53% +$3.24K 0.01% 642
2016
Q2 		$5K Sell
231
-48
-17% -$964 ﹤0.01% 777
2016
Q1 		$4.48K Buy
+279
New +$4.8K ﹤0.01% 768

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

Sutton Wealth Advisors's WMB Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Williams Companies (WMB) stake by 17% in Q3 2023, buying an estimated $3.99K and bringing the position to 819 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #313.

Sutton Wealth Advisors first reported a position in WMB in Q1 2016 and has held it in 31 quarters since. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

  • Sutton Wealth Advisors held 819 shares of Williams Companies worth $27.6K as of Q3 2023.
  • Sutton Wealth Advisors bought 117 Williams Companies shares in Q3 2023, an estimated $3.99K.
  • Williams Companies made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #313 holding.
  • Sutton Wealth Advisors first reported a position in Williams Companies in Q1 2016 and has held it in 31 quarters since.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.