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Abundance Wealth Counselors’s Williams Companies WMB Stock Holding History

Abundance Wealth Counselors’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
2021
Q2 		– Sell
-1,228
Closed -$29K – 338
2021
Q1 		$29K Buy
+1,228
New +$27.9K 0.01% 204

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Abundance Wealth Counselors's WMB Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Williams Companies (WMB) in Q2 2021, closing a stake of 1,228 shares — an estimated $29K sold.

Abundance Wealth Counselors first reported a position in WMB in Q1 2021 and held it in 1 quarter. The position peaked at $29K in Q1 2021. 951 funds tracked by Wall St. Rank hold WMB as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining Williams Companies position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 1,228 Williams Companies shares in Q2 2021, an estimated $29K.
  • Abundance Wealth Counselors first reported a position in Williams Companies in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's Williams Companies position peaked at $29K in Q1 2021.
  • 951 funds tracked by Wall St. Rank held Williams Companies as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.