Total Clarity Wealth Management’s Williams Companies WMB Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-845	Closed	-$26K	–	975
2022 Q2	$26K	Buy	+845	New	+$29.2K	0.01%	516
2022 Q1	–	Sell	-864	Closed	-$23K	–	916
2021 Q4	$23K	Buy	864 +98	+13%	+$2.71K	0.01%	548
2021 Q3	$20K	Buy	+766	New	+$19.3K	0.01%	564

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Total Clarity Wealth Management's WMB Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Williams Companies (WMB) in Q3 2022, closing a stake of 845 shares — an estimated $26K sold.

Total Clarity Wealth Management first reported a position in WMB in Q3 2021 and held it in 3 quarters. The position peaked at $26K in Q2 2022. 1,097 funds tracked by Wall St. Rank hold WMB as of Q3 2022.

Total Clarity Wealth Management reported no remaining Williams Companies position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 845 Williams Companies shares in Q3 2022, an estimated $26K.
Total Clarity Wealth Management first reported a position in Williams Companies in Q3 2021 and held it in 3 quarters.
Total Clarity Wealth Management's Williams Companies position peaked at $26K in Q2 2022.
1,097 funds tracked by Wall St. Rank held Williams Companies as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.