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Triad Wealth Partners’s Williams Companies WMB Stock Holding History

Triad 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
Q3 		– Sell
-551
Closed -$23.4K – 945
2024
Q2 		$23.4K Buy
+551
New +$22.1K 0.01% 321

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

Triad Wealth Partners's WMB Position: Q3 2024 in Review

Triad Wealth Partners sold out of Williams Companies (WMB) in Q3 2024, closing a stake of 551 shares — an estimated $23.4K sold.

Triad Wealth Partners first reported a position in WMB in Q2 2024 and held it in 1 quarter. The position peaked at $23.4K in Q2 2024. 1,341 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • Triad Wealth Partners reported no remaining Williams Companies position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 551 Williams Companies shares in Q3 2024, an estimated $23.4K.
  • Triad Wealth Partners first reported a position in Williams Companies in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Williams Companies position peaked at $23.4K in Q2 2024.
  • 1,341 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.