Tilia Fiduciary Partners’s Williams Companies WMB Stock Holding History

Tilia Fiduciary 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
2023 Q2	–	Sell	-175	Closed	-$5.23K	–	550
2023 Q1	$5.23K	Hold	175	–	–	0.01%	418
2022 Q4	$5.76K	Hold	175	–	–	0.01%	394
2022 Q3	$5K	Hold	175	–	–	0.01%	430
2022 Q2	$5K	Buy	+175	New	+$6.04K	﹤0.01%	445

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tilia Fiduciary Partners's WMB Position: Q2 2023 in Review

Tilia Fiduciary Partners sold out of Williams Companies (WMB) in Q2 2023, closing a stake of 175 shares — an estimated $5.23K sold.

Tilia Fiduciary Partners first reported a position in WMB in Q2 2022 and held it in 4 quarters. The position peaked at $5.76K in Q4 2022. 1,145 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

Tilia Fiduciary Partners reported no remaining Williams Companies position as of Q2 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 175 Williams Companies shares in Q2 2023, an estimated $5.23K.
Tilia Fiduciary Partners first reported a position in Williams Companies in Q2 2022 and held it in 4 quarters.
Tilia Fiduciary Partners's Williams Companies position peaked at $5.76K in Q4 2022.
1,145 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2023, filed 13 Jul 2023.