Altus Wealth Group’s Williams Companies WMB Stock Holding History

Altus Wealth Group’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 Q1	–	Sell	-575	Closed	-$12K	–	773
2020 Q4	$12K	Buy	+575	New	+$11.7K	0.01%	492

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Altus Wealth Group's WMB Position: Q1 2021 in Review

Altus Wealth Group sold out of Williams Companies (WMB) in Q1 2021, closing a stake of 575 shares — an estimated $12K sold.

Altus Wealth Group first reported a position in WMB in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 897 funds tracked by Wall St. Rank hold WMB as of Q1 2021.

Altus Wealth Group reported no remaining Williams Companies position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 575 Williams Companies shares in Q1 2021, an estimated $12K.
Altus Wealth Group first reported a position in Williams Companies in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Williams Companies position peaked at $12K in Q4 2020.
897 funds tracked by Wall St. Rank held Williams Companies as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.