VAMG
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Voisard Asset Management Group’s Williams Companies WMB Stock Holding History

Voisard Asset Management Group’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
-99
Closed -$4.52K – 674
2024
Q3 		$4.52K Buy
99
+21
+27% +$923 ﹤0.01% 341
2024
Q2 		$3.31K Hold
78
– – ﹤0.01% 307
2024
Q1 		$3.04K Hold
78
– – ﹤0.01% 291
2023
Q4 		$2.72K Buy
+78
New +$2.74K ﹤0.01% 310

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Voisard Asset Management Group's WMB Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Williams Companies (WMB) in Q4 2024, closing a stake of 99 shares — an estimated $4.52K sold.

Voisard Asset Management Group first reported a position in WMB in Q4 2023 and held it in 4 quarters. The position peaked at $4.52K in Q3 2024. 1,519 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Williams Companies position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 99 Williams Companies shares in Q4 2024, an estimated $4.52K.
  • Voisard Asset Management Group first reported a position in Williams Companies in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's Williams Companies position peaked at $4.52K in Q3 2024.
  • 1,519 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.