ZF
WMB icon

Zega Financial’s Williams Companies WMB Stock Holding History

Zega Financial’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
Q3 		$694K Buy
+15,211
New +$669K 0.11% 62

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zega Financial's WMB Position: Q3 2024 in Review

Zega Financial opened a new position in Williams Companies (WMB) in Q3 2024: 15,211 shares worth $694K. The stake represents 0.11% of the portfolio and ranks #62 among its holdings.

1,342 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • Zega Financial held 15,211 shares of Williams Companies worth $694K as of Q3 2024.
  • Williams Companies was a new Zega Financial position in Q3 2024.
  • Williams Companies made up 0.11% of Zega Financial's portfolio in Q3 2024, its #62 holding.
  • 1,342 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.