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YorkBridge Wealth Partners’s Williams Companies WMB Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$1.39M Sell
42,134
-1,606
-4% -$52.3K 0.35% 71
2022
Q3 		$1.25M Buy
43,740
+4,224
+11% +$138K 0.32% 70
2022
Q2 		$1.23M Buy
39,516
+2,365
+6% +$81.6K 0.32% 69
2022
Q1 		$1.24M Buy
37,151
+1,146
+3% +$35K 0.27% 78
2021
Q4 		$938K Buy
36,005
+517
+1% +$14.3K 0.21% 87
2021
Q3 		$921K Buy
35,488
+8,294
+30% +$209K 0.23% 85
2021
Q2 		$722K Buy
27,194
+2,205
+9% +$56.5K 0.19% 98
2021
Q1 		$592K Buy
24,989
+7,505
+43% +$170K 0.17% 103
2020
Q4 		$351K Sell
17,484
-1,283
-7% -$26K 0.12% 136
2020
Q3 		$369K Sell
18,767
-874
-4% -$17.8K 0.16% 115
2020
Q2 		$374K Sell
19,641
-550
-3% -$10.2K 0.17% 109
2020
Q1 		$286K Buy
20,191
+4,741
+31% +$91.8K 0.18% 123
2019
Q4 		$366K Buy
15,450
+1,045
+7% +$23.9K 0.17% 129
2019
Q3 		$347K Buy
14,405
+1,145
+9% +$28.9K 0.17% 121
2019
Q2 		$372K Buy
13,260
+643
+5% +$17.9K 0.17% 117
2019
Q1 		$362K Buy
12,617
+2,726
+28% +$73.1K 0.17% 123
2018
Q4 		$218K Sell
9,891
-3,825
-28% -$95.6K 0.12% 143
2018
Q3 		$379K Buy
13,716
+731
+6% +$21.2K 0.17% 120
2018
Q2 		$352K Buy
12,985
+3,914
+43% +$103K 0.15% 133
2018
Q1 		$228K Sell
9,071
-2,644
-23% -$78K 0.11% 164
2017
Q4 		$345K Buy
11,715
+1,913
+20% +$55.6K 0.17% 129
2017
Q3 		$294K Sell
9,802
-602
-6% -$18.3K 0.15% 134
2017
Q2 		$321K Sell
10,404
-577
-5% -$17.2K 0.17% 122
2017
Q1 		$333K Buy
10,981
+7,951
+262% +$230K 0.17% 119
2016
Q4 		$91K Buy
+3,030
New +$91.3K 0.05% 252

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
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
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 $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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

YorkBridge Wealth Partners's WMB Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Williams Companies (WMB) stake by 3.7% in Q4 2022, selling an estimated $52.3K and leaving 42,134 shares worth $1.39M. The position accounts for 0.35% of the portfolio, ranked #71.

YorkBridge Wealth Partners first reported a position in WMB in Q4 2016 and has held it in 25 quarters since. 1,150 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

  • YorkBridge Wealth Partners held 42,134 shares of Williams Companies worth $1.39M as of Q4 2022.
  • YorkBridge Wealth Partners sold 1,606 Williams Companies shares in Q4 2022, an estimated $52.3K.
  • Williams Companies made up 0.35% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #71 holding.
  • YorkBridge Wealth Partners first reported a position in Williams Companies in Q4 2016 and has held it in 25 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.