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Allegiant Private Advisors’s Williams Companies WMB Stock Holding History

Allegiant Private 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
2021
Q2 		$424K Buy
+15,955
New +$409K 0.07% 118

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

Allegiant Private Advisors's WMB Position: Q2 2021 in Review

Allegiant Private Advisors opened a new position in Williams Companies (WMB) in Q2 2021: 15,955 shares worth $424K. The stake represents 0.07% of the portfolio and ranks #118 among its holdings.

951 funds tracked by Wall St. Rank hold WMB as of Q2 2021.

  • Allegiant Private Advisors held 15,955 shares of Williams Companies worth $424K as of Q2 2021.
  • Williams Companies was a new Allegiant Private Advisors position in Q2 2021.
  • Williams Companies made up 0.07% of Allegiant Private Advisors's portfolio in Q2 2021, its #118 holding.
  • 951 funds tracked by Wall St. Rank held Williams Companies as of Q2 2021.

Based on Allegiant Private Advisors's 13F filing for Q2 2021, filed 7 Jul 2021.