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US Financial Advisors’s Williams Companies WMB Stock Holding History

US Financial Advisors’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
-6,700
Closed -$209K – 69
2022
Q2 		$209K Buy
+6,700
New +$231K 0.12% 60

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Financial Advisors's WMB Position: Q3 2022 in Review

US Financial Advisors sold out of Williams Companies (WMB) in Q3 2022, closing a stake of 6,700 shares — an estimated $209K sold.

US Financial Advisors first reported a position in WMB in Q2 2022 and held it in 1 quarter. The position peaked at $209K in Q2 2022. 1,097 funds tracked by Wall St. Rank hold WMB as of Q3 2022.

  • US Financial Advisors reported no remaining Williams Companies position as of Q3 2022 after selling out during the quarter.
  • US Financial Advisors sold 6,700 Williams Companies shares in Q3 2022, an estimated $209K.
  • US Financial Advisors first reported a position in Williams Companies in Q2 2022 and held it in 1 quarter.
  • US Financial Advisors's Williams Companies position peaked at $209K in Q2 2022.
  • 1,097 funds tracked by Wall St. Rank held Williams Companies as of Q3 2022.

Based on US Financial Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.