Symmetry Investments’s Williams Companies WMB Stock Holding History

Symmetry Investments’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 Q2	–	Sell	-63,800	Closed	-$1.91M	–	209
2023 Q1	$1.91M	Buy	+63,800	New	+$1.97M	0.45%	54
2022 Q1	–	Sell	-75,000	Closed	-$1.95M	–	140
2021 Q4	$1.95M	Sell	75,000 -87,500	-54%	-$2.42M	0.61%	38
2021 Q3	$4.21M	Buy	+162,500	New	+$4.09M	0.64%	51

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Symmetry Investments's WMB Position: Q2 2023 in Review

Symmetry Investments sold out of Williams Companies (WMB) in Q2 2023, closing a stake of 63,800 shares — an estimated $1.91M sold.

Symmetry Investments first reported a position in WMB in Q3 2021 and held it in 3 quarters. The position peaked at $4.21M in Q3 2021. 1,144 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

Symmetry Investments reported no remaining Williams Companies position as of Q2 2023 after selling out during the quarter.
Symmetry Investments sold 63,800 Williams Companies shares in Q2 2023, an estimated $1.91M.
Symmetry Investments first reported a position in Williams Companies in Q3 2021 and held it in 3 quarters.
Symmetry Investments's Williams Companies position peaked at $4.21M in Q3 2021.
1,144 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on Symmetry Investments's 13F filing for Q2 2023, filed 14 Aug 2023.