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VitalStone Financial’s Williams Companies WMB Stock Holding History

VitalStone Financial’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 		$8.22K Buy
+180
New +$7.91K 0.01% 287
2024
Q1 		– Sell
-202
Closed -$7K – 622
2023
Q4 		$7K Buy
+202
New +$7.09K 0.01% 322

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

VitalStone Financial's WMB Position: Q3 2024 in Review

VitalStone Financial opened a new position in Williams Companies (WMB) in Q3 2024: 180 shares worth $8.22K. The stake represents 0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: VitalStone Financial previously reported a position in WMB as recently as Q4 2023.

VitalStone Financial first reported a position in WMB in Q4 2023 and has held it in 2 quarters since. 1,342 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • VitalStone Financial held 180 shares of Williams Companies worth $8.22K as of Q3 2024.
  • Williams Companies was a new VitalStone Financial position in Q3 2024.
  • Williams Companies made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #287 holding.
  • VitalStone Financial first reported a position in Williams Companies in Q4 2023 and has held it in 2 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.