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SYSTM Wealth Solutions’s Williams Companies WMB Stock Holding History

SYSTM Wealth Solutions’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
-11,246
Closed -$478K – 635
2024
Q2 		$478K Sell
11,246
-55,054
-83% -$2.21M 0.11% 146
2024
Q1 		$2.58M Sell
66,300
-2,848
-4% -$101K 0.33% 89
2023
Q4 		$2.41M Buy
69,148
+1,413
+2% +$49.6K 0.33% 82
2023
Q3 		$2.28M Sell
67,735
-6,859
-9% -$234K 0.35% 70
2023
Q2 		$2.43M Buy
74,594
+3,786
+5% +$114K 0.33% 73
2023
Q1 		$2.11M Buy
70,808
+6,056
+9% +$187K 0.33% 74
2022
Q4 		$2.13M Buy
+64,752
New +$2.11M 0.26% 104

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's WMB Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Williams Companies (WMB) in Q3 2024, closing a stake of 11,246 shares — an estimated $478K sold.

SYSTM Wealth Solutions first reported a position in WMB in Q4 2022 and held it in 7 quarters. The position peaked at $2.58M in Q1 2024. 1,341 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Williams Companies position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 11,246 Williams Companies shares in Q3 2024, an estimated $478K.
  • SYSTM Wealth Solutions first reported a position in Williams Companies in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Williams Companies position peaked at $2.58M in Q1 2024.
  • 1,341 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.