Zeke Capital Advisors’s Williams Companies WMB Stock Holding History

Zeke Capital 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 Q4	$230K	Buy	+6,977	New	+$227K	0.02%	413
2022 Q3	–	Sell	-6,927	Closed	-$216K	–	501
2022 Q2	$216K	Buy	6,927 +39	+0.6%	+$1.35K	0.01%	427
2022 Q1	$230K	Buy	+6,888	New	+$210K	0.01%	447
2020 Q1	–	Sell	-9,151	Closed	-$217K	–	514
2019 Q4	$217K	Sell	9,151 -9,081	-50%	-$208K	0.02%	516
2019 Q3	$439K	Sell	18,232 -11,047	-38%	-$278K	0.04%	387
2019 Q2	$821K	Sell	29,279 -56	-0.2%	-$1.56K	0.08%	232
2019 Q1	$843K	Buy	29,335 +10,920	+59%	+$293K	0.08%	219
2018 Q4	$406K	Buy	+18,415	New	+$460K	0.04%	378
2017 Q4	–	Sell	-10,586	Closed	-$318K	–	618
2017 Q3	$318K	Buy	+10,586	New	+$322K	0.04%	318

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Zeke Capital Advisors's WMB Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in Williams Companies (WMB) in Q4 2022: 6,977 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #413 among its holdings. This is a return to the name: Zeke Capital Advisors previously reported a position in WMB as recently as Q2 2022.

Zeke Capital Advisors first reported a position in WMB in Q3 2017 and has held it in 9 quarters since. The position peaked at $843K in Q1 2019. 1,150 funds tracked by Wall St. Rank hold WMB as of Q4 2022.

Zeke Capital Advisors held 6,977 shares of Williams Companies worth $230K as of Q4 2022.
Williams Companies was a new Zeke Capital Advisors position in Q4 2022.
Williams Companies made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #413 holding.
Zeke Capital Advisors first reported a position in Williams Companies in Q3 2017 and has held it in 9 quarters since.
Zeke Capital Advisors's Williams Companies position peaked at $843K in Q1 2019.
1,150 funds tracked by Wall St. Rank held Williams Companies as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.