World Equity Group’s Williams Companies WMB Stock Holding History

World Equity Group’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 Q2	–	Sell	-1,763	Closed	-$668K	–	574
2023 Q1	$668K	Buy	+1,763	New	+$54.5K	0.1%	220

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 $3.38T AUM 44.17% 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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

World Equity Group's WMB Position: Q2 2023 in Review

World Equity Group sold out of Williams Companies (WMB) in Q2 2023, closing a stake of 1,763 shares — an estimated $668K sold.

World Equity Group first reported a position in WMB in Q1 2023 and held it in 1 quarter. The position peaked at $668K in Q1 2023. 1,144 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

World Equity Group reported no remaining Williams Companies position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 1,763 Williams Companies shares in Q2 2023, an estimated $668K.
World Equity Group first reported a position in Williams Companies in Q1 2023 and held it in 1 quarter.
World Equity Group's Williams Companies position peaked at $668K in Q1 2023.
1,144 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.