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Voya Financial Advisors’s Williams Companies WMB Stock Holding History

Voya 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
2024
Q4 		– Sell
-15,175
Closed -$685K – 236
2024
Q3 		$685K Sell
15,175
-1,218
-7% -$53.5K 0.07% 125
2024
Q2 		$692K Sell
16,393
-367
-2% -$14.7K 0.08% 118
2024
Q1 		$646K Buy
16,760
+63
+0.4% +$2.24K 0.07% 124
2023
Q4 		$583K Buy
16,697
+8,418
+102% +$295K 0.07% 127
2023
Q3 		$285K Sell
8,279
-9,323
-53% -$318K 0.04% 187
2023
Q2 		$573K Buy
17,602
+150
+0.9% +$4.5K 0.07% 127
2023
Q1 		$513K Sell
17,452
-4,217
-19% -$130K 0.06% 139
2022
Q4 		$714K Sell
21,669
-911
-4% -$29.7K 0.09% 111
2022
Q3 		$654K Sell
22,580
-2,941
-12% -$95.8K 0.08% 115
2022
Q2 		$804K Buy
25,521
+4,358
+21% +$150K 0.1% 101
2022
Q1 		$712K Buy
21,163
+5,662
+37% +$173K 0.08% 120
2021
Q4 		$402K Buy
15,501
+800
+5% +$22.1K 0.05% 181
2021
Q3 		$386K Sell
14,701
-740
-5% -$18.6K 0.05% 189
2021
Q2 		$404K Sell
15,441
-51,458
-77% -$1.32M 0.05% 176
2021
Q1 		$1.58M Buy
66,899
+2,448
+4% +$55.6K 0.06% 230
2020
Q4 		$1.28M Buy
64,451
+3,763
+6% +$76.3K 0.06% 233
2020
Q3 		$1.23M Buy
+60,688
New +$1.24M 0.06% 224

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 $3.37T AUM 44.26% 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

Voya Financial Advisors's WMB Position: Q4 2024 in Review

Voya Financial Advisors sold out of Williams Companies (WMB) in Q4 2024, closing a stake of 15,175 shares — an estimated $685K sold.

Voya Financial Advisors first reported a position in WMB in Q3 2020 and held it in 17 quarters. The position peaked at $1.58M in Q1 2021. 1,520 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Voya Financial Advisors reported no remaining Williams Companies position as of Q4 2024 after selling out during the quarter.
  • Voya Financial Advisors sold 15,175 Williams Companies shares in Q4 2024, an estimated $685K.
  • Voya Financial Advisors first reported a position in Williams Companies in Q3 2020 and held it in 17 quarters.
  • Voya Financial Advisors's Williams Companies position peaked at $1.58M in Q1 2021.
  • 1,520 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Voya Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.