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Vigilant Capital Management’s Williams Companies WMB Stock Holding History

Vigilant Capital 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
2023
Q2 		– Sell
-1,450
Closed -$43K – 483
2023
Q1 		$43K Buy
+1,450
New +$44.8K ﹤0.01% 286
2015
Q4 		– Sell
-152
Closed -$6K – 289
2015
Q3 		$6K Buy
+152
New +$7.57K ﹤0.01% 256

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vigilant Capital Management's WMB Position: Q2 2023 in Review

Vigilant Capital Management sold out of Williams Companies (WMB) in Q2 2023, closing a stake of 1,450 shares — an estimated $43K sold.

Vigilant Capital Management first reported a position in WMB in Q3 2015 and held it in 2 quarters. The position peaked at $43K in Q1 2023. 1,145 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

  • Vigilant Capital Management reported no remaining Williams Companies position as of Q2 2023 after selling out during the quarter.
  • Vigilant Capital Management sold 1,450 Williams Companies shares in Q2 2023, an estimated $43K.
  • Vigilant Capital Management first reported a position in Williams Companies in Q3 2015 and held it in 2 quarters.
  • Vigilant Capital Management's Williams Companies position peaked at $43K in Q1 2023.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.