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WealthPLAN Partners’s Williams Companies WMB Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-27
Closed -$881 – 1178
2023
Q2 		$881 Hold
27
– – ﹤0.01% 1148
2023
Q1 		$806 Buy
+27
New +$834 ﹤0.01% 1223
2017
Q2 		– Sell
-100
Closed -$2.97K – 427
2017
Q1 		$2.97K Buy
+100
New +$2.89K 0.01% 389
2016
Q3 		$33.2K Sell
1,100
-100
-8% -$2.65K 0.01% 397
2016
Q2 		$23.8K Buy
+1,200
New +$24.1K ﹤0.01% 1311
2015
Q4 		$25.8K Buy
+3,000
New +$105K ﹤0.01% 824

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's WMB Position: Q3 2023 in Review

WealthPLAN Partners sold out of Williams Companies (WMB) in Q3 2023, closing a stake of 27 shares — an estimated $881 sold.

WealthPLAN Partners first reported a position in WMB in Q4 2015 and held it in 6 quarters. The position peaked at $33.2K in Q3 2016. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

  • WealthPLAN Partners reported no remaining Williams Companies position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 27 Williams Companies shares in Q3 2023, an estimated $881.
  • WealthPLAN Partners first reported a position in Williams Companies in Q4 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Williams Companies position peaked at $33.2K in Q3 2016.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.