Adams Wealth Management’s Williams Companies WMB Stock Holding History

Adams Wealth Management’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
2020 Q4	–	Sell	-403	Closed	-$8K	–	341
2020 Q3	$8K	Buy	+403	New	+$8.2K	0.01%	205

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 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

Adams Wealth Management's WMB Position: Q4 2020 in Review

Adams Wealth Management sold out of Williams Companies (WMB) in Q4 2020, closing a stake of 403 shares — an estimated $8K sold.

Adams Wealth Management first reported a position in WMB in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 866 funds tracked by Wall St. Rank hold WMB as of Q4 2020.

Adams Wealth Management reported no remaining Williams Companies position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 403 Williams Companies shares in Q4 2020, an estimated $8K.
Adams Wealth Management first reported a position in Williams Companies in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Williams Companies position peaked at $8K in Q3 2020.
866 funds tracked by Wall St. Rank held Williams Companies as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.