Symmetry Partners’s Williams Companies WMB Stock Holding History

Symmetry Partners’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
2024 Q3	–	Sell	-10,476	Closed	-$445K	–	506
2024 Q2	$445K	Sell	10,476 -2,324	-18%	-$93.2K	0.02%	311
2024 Q1	$499K	Buy	12,800 +600	+5%	+$21.3K	0.04%	304
2023 Q4	$426K	Hold	12,200	–	–	0.02%	319
2023 Q3	$411K	Hold	12,200	–	–	0.02%	361
2023 Q2	$398K	Hold	12,200	–	–	0.02%	399
2023 Q1	$364K	Hold	12,200	–	–	0.02%	413
2022 Q4	$401K	Sell	12,200 -3,994	-25%	-$130K	0.02%	385
2022 Q3	$464K	Hold	16,194	–	–	0.03%	323
2022 Q2	$505K	Hold	16,194	–	–	0.03%	314
2022 Q1	$541K	Hold	16,194	–	–	0.03%	342
2021 Q4	$422K	Hold	16,194	–	–	0.03%	444
2021 Q3	$442K	Hold	16,194	–	–	0.03%	456
2021 Q2	$430K	Buy	16,194 +43	+0.3%	+$1.1K	0.03%	484
2021 Q1	$383K	Buy	16,151 +616	+4%	+$14K	0.03%	490
2020 Q4	$311K	Buy	15,535 +664	+4%	+$13.5K	0.02%	514
2020 Q3	$292K	Buy	+14,871	New	+$303K	0.02%	493

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Symmetry Partners's WMB Position: Q3 2024 in Review

Symmetry Partners sold out of Williams Companies (WMB) in Q3 2024, closing a stake of 10,476 shares — an estimated $445K sold.

Symmetry Partners first reported a position in WMB in Q3 2020 and held it in 16 quarters. The position peaked at $541K in Q1 2022. 1,342 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

Symmetry Partners reported no remaining Williams Companies position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 10,476 Williams Companies shares in Q3 2024, an estimated $445K.
Symmetry Partners first reported a position in Williams Companies in Q3 2020 and held it in 16 quarters.
Symmetry Partners's Williams Companies position peaked at $541K in Q1 2022.
1,342 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.