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Twin City Private Wealth’s Williams Companies WMB Stock Holding History

Twin City Private Wealth’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
Q4 		– Sell
-34,564
Closed -$1.58M – 103
2024
Q3 		$1.58M Buy
34,564
+375
+1% +$16.5K 1.37% 33
2024
Q2 		$1.45M Sell
34,189
-2,348
-6% -$94.2K 1.37% 35
2024
Q1 		$1.42M Buy
+36,537
New +$1.3M 1.4% 30

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Twin City Private Wealth's WMB Position: Q4 2024 in Review

Twin City Private Wealth sold out of Williams Companies (WMB) in Q4 2024, closing a stake of 34,564 shares — an estimated $1.58M sold.

Twin City Private Wealth first reported a position in WMB in Q1 2024 and held it in 3 quarters. The position peaked at $1.58M in Q3 2024. 1,518 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Twin City Private Wealth reported no remaining Williams Companies position as of Q4 2024 after selling out during the quarter.
  • Twin City Private Wealth sold 34,564 Williams Companies shares in Q4 2024, an estimated $1.58M.
  • Twin City Private Wealth first reported a position in Williams Companies in Q1 2024 and held it in 3 quarters.
  • Twin City Private Wealth's Williams Companies position peaked at $1.58M in Q3 2024.
  • 1,518 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Twin City Private Wealth's 13F filing for Q4 2024, filed 11 Feb 2025.