Wintrust Investments’s Williams Companies WMB Stock Holding History

Wintrust Investments’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	$31K	Sell	573 -115	-17%	-$6.2K	0.03%	319
2024 Q3	$31K	Sell	688 -6,009	-90%	-$264K	0.02%	397
2024 Q2	$285K	Buy	6,697 +76	+1%	+$3.05K	0.02%	388
2024 Q1	$258K	Buy	6,621 +1	+0%	+$36	0.02%	408
2023 Q4	$231K	Buy	6,620 +58	+0.9%	+$2.04K	0.02%	395
2023 Q3	$221K	Sell	6,562 -599	-8%	-$20.4K	0.02%	372
2023 Q2	$234K	Sell	7,161 -3,734	-34%	-$112K	0.02%	380
2023 Q1	$325K	Buy	10,895 +670	+7%	+$20.7K	0.04%	258
2022 Q4	$336K	Buy	10,225 +100	+1%	+$3.26K	0.04%	269
2022 Q3	$290K	Buy	+10,125	New	+$330K	0.04%	309
2022 Q2	–	Sell	-10,670	Closed	-$356K	–	418
2022 Q1	$356K	Buy	10,670 +1,500	+16%	+$45.8K	0.03%	303
2021 Q4	$239K	Buy	+9,170	New	+$253K	0.02%	377

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wintrust Investments's WMB Position: Q4 2024 in Review

Wintrust Investments reduced its Williams Companies (WMB) stake by 17% in Q4 2024, selling an estimated $6.2K and leaving 573 shares worth $31K. The position accounts for 0.03% of the portfolio, ranked #319.

Wintrust Investments first reported a position in WMB in Q4 2021 and has held it in 12 quarters since. The position peaked at $356K in Q1 2022. 1,520 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

Wintrust Investments held 573 shares of Williams Companies worth $31K as of Q4 2024.
Wintrust Investments sold 115 Williams Companies shares in Q4 2024, an estimated $6.2K.
Williams Companies made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #319 holding.
Wintrust Investments first reported a position in Williams Companies in Q4 2021 and has held it in 12 quarters since.
Wintrust Investments's Williams Companies position peaked at $356K in Q1 2022.
1,520 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.