V Wealth Advisors’s Williams Companies WMB Stock Holding History

V Wealth 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 Q4	–	Sell	-21,090	Closed	-$604K	–	412
2022 Q3	$604K	Buy	21,090 +3,049	+17%	+$99.3K	0.12%	173
2022 Q2	$563K	Buy	+18,041	New	+$623K	0.11%	202
2021 Q2	–	Sell	-19,593	Closed	-$464K	–	483
2021 Q1	$464K	Sell	19,593 -568	-3%	-$12.9K	0.09%	261
2020 Q4	$404K	Buy	20,161 +2,939	+17%	+$59.6K	0.08%	244
2020 Q3	$338K	Buy	+17,222	New	+$351K	0.23%	113
2017 Q3	–	Sell	-3,174	Closed	-$95K	–	708
2017 Q2	$95K	Buy	+3,174	New	+$94.6K	0.04%	244

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

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

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

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

V Wealth Advisors's WMB Position: Q4 2022 in Review

V Wealth Advisors sold out of Williams Companies (WMB) in Q4 2022, closing a stake of 21,090 shares — an estimated $604K sold.

V Wealth Advisors first reported a position in WMB in Q2 2017 and held it in 6 quarters. The position peaked at $604K in Q3 2022. 1,149 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

V Wealth Advisors reported no remaining Williams Companies position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 21,090 Williams Companies shares in Q4 2022, an estimated $604K.
V Wealth Advisors first reported a position in Williams Companies in Q2 2017 and held it in 6 quarters.
V Wealth Advisors's Williams Companies position peaked at $604K in Q3 2022.
1,149 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.