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Systematic Alpha Investments’s Williams Companies WMB Stock Holding History

Systematic Alpha 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
Q4 		– Sell
-841
Closed -$28.3K – 303
2023
Q3 		$28.3K Hold
841
– – ﹤0.01% 288
2023
Q2 		$27.4K Hold
841
– – ﹤0.01% 253
2023
Q1 		$25.1K Buy
+841
New +$26K ﹤0.01% 290
2021
Q4 		– Sell
-841
Closed -$24K – 479
2021
Q3 		$24K Buy
+841
New +$21.2K ﹤0.01% 339

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 $3.37T AUM 44.26% 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

Systematic Alpha Investments's WMB Position: Q4 2023 in Review

Systematic Alpha Investments sold out of Williams Companies (WMB) in Q4 2023, closing a stake of 841 shares — an estimated $28.3K sold.

Systematic Alpha Investments first reported a position in WMB in Q3 2021 and held it in 4 quarters. The position peaked at $28.3K in Q3 2023. 1,235 funds tracked by Wall St. Rank hold WMB as of Q4 2023.

  • Systematic Alpha Investments reported no remaining Williams Companies position as of Q4 2023 after selling out during the quarter.
  • Systematic Alpha Investments sold 841 Williams Companies shares in Q4 2023, an estimated $28.3K.
  • Systematic Alpha Investments first reported a position in Williams Companies in Q3 2021 and held it in 4 quarters.
  • Systematic Alpha Investments's Williams Companies position peaked at $28.3K in Q3 2023.
  • 1,235 funds tracked by Wall St. Rank held Williams Companies as of Q4 2023.

Based on Systematic Alpha Investments's 13F filing for Q4 2023, filed 13 Feb 2024.