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TFO Wealth Partners’s Williams Companies WMB Stock Holding History

TFO Wealth 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
Q2 		– Sell
-23
Closed -$896 – 750
2024
Q1 		$896 Hold
23
– – ﹤0.01% 176
2023
Q4 		$801 Hold
23
– – ﹤0.01% 238
2023
Q3 		$750 Hold
23
– – ﹤0.01% 345
2023
Q2 		$750 Hold
23
– – ﹤0.01% 230
2023
Q1 		$687 Buy
23
+19
+475% +$587 ﹤0.01% 201
2022
Q4 		$148 Buy
+4
New +$130 ﹤0.01% 691

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's WMB Position: Q2 2024 in Review

TFO Wealth Partners sold out of Williams Companies (WMB) in Q2 2024, closing a stake of 23 shares — an estimated $896 sold.

TFO Wealth Partners first reported a position in WMB in Q4 2022 and held it in 6 quarters. The position peaked at $896 in Q1 2024. 1,309 funds tracked by Wall St. Rank hold WMB as of Q2 2024.

  • TFO Wealth Partners reported no remaining Williams Companies position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 23 Williams Companies shares in Q2 2024, an estimated $896.
  • TFO Wealth Partners first reported a position in Williams Companies in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Williams Companies position peaked at $896 in Q1 2024.
  • 1,309 funds tracked by Wall St. Rank held Williams Companies as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.