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Western Pacific Wealth Management’s Williams Companies WMB Stock Holding History

Western Pacific Wealth 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
2024
Q3 		– Sell
-711
Closed -$30.2K – 264
2024
Q2 		$30.2K Hold
711
– – 0.02% 162
2024
Q1 		$27.7K Hold
711
– – 0.02% 166
2023
Q4 		$24.8K Buy
+711
New +$25K 0.02% 170
2022
Q1 		– Sell
-4,995
Closed -$130K – 241
2021
Q4 		$130K Buy
+4,995
New +$138K 0.08% 58

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Western Pacific Wealth Management's WMB Position: Q3 2024 in Review

Western Pacific Wealth Management sold out of Williams Companies (WMB) in Q3 2024, closing a stake of 711 shares — an estimated $30.2K sold.

Western Pacific Wealth Management first reported a position in WMB in Q4 2021 and held it in 4 quarters. The position peaked at $130K in Q4 2021. 1,342 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • Western Pacific Wealth Management reported no remaining Williams Companies position as of Q3 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 711 Williams Companies shares in Q3 2024, an estimated $30.2K.
  • Western Pacific Wealth Management first reported a position in Williams Companies in Q4 2021 and held it in 4 quarters.
  • Western Pacific Wealth Management's Williams Companies position peaked at $130K in Q4 2021.
  • 1,342 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Western Pacific Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.