Atlas Private Wealth Advisors’s Williams Companies WMB Stock Holding History

Atlas Private Wealth 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 Q4	–	Sell	-151	Closed	-$4K	–	708
2021 Q3	$4K	Sell	151 -94	-38%	-$2.37K	﹤0.01%	607
2021 Q2	$7K	Buy	245 +117	+91%	+$3K	﹤0.01%	532
2021 Q1	$3K	Hold	128	–	–	﹤0.01%	712
2020 Q4	$3K	Hold	128	–	–	﹤0.01%	610
2020 Q3	$3K	Hold	128	–	–	﹤0.01%	554
2020 Q2	$2K	Buy	+128	New	+$2.38K	﹤0.01%	617

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

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

Atlas Private Wealth Advisors's WMB Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Williams Companies (WMB) in Q4 2021, closing a stake of 151 shares — an estimated $4K sold.

Atlas Private Wealth Advisors first reported a position in WMB in Q2 2020 and held it in 6 quarters. The position peaked at $7K in Q2 2021. 1,028 funds tracked by Wall St. Rank hold WMB as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Williams Companies position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 151 Williams Companies shares in Q4 2021, an estimated $4K.
Atlas Private Wealth Advisors first reported a position in Williams Companies in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Williams Companies position peaked at $7K in Q2 2021.
1,028 funds tracked by Wall St. Rank held Williams Companies as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.