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Wilen Investment Management’s Williams Companies WMB Stock Holding History

Wilen Investment 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
2022
Q3 		$112K Hold
4,000
– – 0.11% 55
2022
Q2 		$122K Hold
4,000
– – 0.11% 57
2022
Q1 		$132K Buy
+4,000
New +$122K 0.1% 60

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wilen Investment Management's WMB Position: Q3 2022 in Review

Wilen Investment Management held its Williams Companies (WMB) position steady in Q3 2022 at 4,000 shares worth $112K. The position accounts for 0.11% of the portfolio, ranked #55.

Wilen Investment Management first reported a position in WMB in Q1 2022 and has held it in 3 quarters since. The position peaked at $132K in Q1 2022. 1,098 funds tracked by Wall St. Rank hold WMB as of Q3 2022.

  • Wilen Investment Management held 4,000 shares of Williams Companies worth $112K as of Q3 2022.
  • Wilen Investment Management left its Williams Companies share count unchanged in Q3 2022.
  • Williams Companies made up 0.11% of Wilen Investment Management's portfolio in Q3 2022, its #55 holding.
  • Wilen Investment Management first reported a position in Williams Companies in Q1 2022 and has held it in 3 quarters since.
  • Wilen Investment Management's Williams Companies position peaked at $132K in Q1 2022.
  • 1,098 funds tracked by Wall St. Rank held Williams Companies as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.