Wipfli Financial Advisors’s Williams Companies WMB Stock Holding History

Wipfli 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
2022 Q3	$268K	Buy	+9,368	New	+$305K	0.02%	361

Other funds holding WMB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wipfli Financial Advisors's WMB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Williams Companies (WMB) in Q3 2022: 9,368 shares worth $268K. The stake represents 0.02% of the portfolio and ranks #361 among its holdings.

1,097 funds tracked by Wall St. Rank hold WMB as of Q3 2022.

Wipfli Financial Advisors held 9,368 shares of Williams Companies worth $268K as of Q3 2022.
Williams Companies was a new Wipfli Financial Advisors position in Q3 2022.
Williams Companies made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #361 holding.
1,097 funds tracked by Wall St. Rank held Williams Companies as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.