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TD Ameritrade Investment Management’s Williams Companies WMB Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-494
Closed -$16K – 515
2023
Q2 		$16K Sell
494
-275
-36% -$8.25K ﹤0.01% 310
2023
Q1 		$23K Sell
769
-26
-3% -$803 ﹤0.01% 295
2022
Q4 		$26K Sell
795
-221
-22% -$7.2K ﹤0.01% 303
2022
Q3 		$29K Sell
1,016
-63
-6% -$2.05K ﹤0.01% 309
2022
Q2 		$34K Sell
1,079
-69
-6% -$2.38K ﹤0.01% 334
2022
Q1 		$38K Buy
1,148
+20
+2% +$611 ﹤0.01% 381
2021
Q4 		$29K Sell
1,128
-80
-7% -$2.21K ﹤0.01% 387
2021
Q3 		$24K Buy
1,208
+312
+35% +$7.86K ﹤0.01% 377
2021
Q2 		$24K Sell
896
-54
-6% -$1.38K ﹤0.01% 387
2021
Q1 		$19K Hold
950
– – ﹤0.01% 409
2020
Q4 		$19K Sell
950
-258
-21% -$5.23K ﹤0.01% 409
2020
Q3 		$24K Sell
1,208
-365
-23% -$7.43K ﹤0.01% 377
2020
Q2 		$30K Sell
1,573
-4
-0.3% -$74 ﹤0.01% 355
2020
Q1 		$22K Sell
1,577
-210
-12% -$4.07K ﹤0.01% 353
2019
Q4 		$42K Buy
1,787
+108
+6% +$2.47K ﹤0.01% 327
2019
Q3 		$40K Buy
1,679
+1,466
+688% +$37K ﹤0.01% 312
2019
Q2 		$6K Sell
213
-2
-0.9% -$56 ﹤0.01% 477
2019
Q1 		$6K Buy
215
+47
+28% +$1.26K ﹤0.01% 430
2018
Q4 		$4K Buy
168
+13
+8% +$325 ﹤0.01% 486
2018
Q3 		$4K Buy
155
+100
+182% +$2.9K ﹤0.01% 433
2018
Q2 		$1K Buy
+55
New +$1.45K ﹤0.01% 449

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

TD Ameritrade Investment Management's WMB Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Williams Companies (WMB) in Q3 2023, closing a stake of 494 shares — an estimated $16K sold.

TD Ameritrade Investment Management first reported a position in WMB in Q2 2018 and held it in 21 quarters. The position peaked at $42K in Q4 2019. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Williams Companies position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 494 Williams Companies shares in Q3 2023, an estimated $16K.
  • TD Ameritrade Investment Management first reported a position in Williams Companies in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Williams Companies position peaked at $42K in Q4 2019.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.