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Berman Capital Advisors’s Williams Companies WMB Stock Holding History

Berman Capital 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
Q3 		$286K Buy
11,107
+1,256
+13% +$31.6K 0.05% 209
2021
Q2 		$260K Buy
9,851
+739
+8% +$18.9K 0.04% 192
2021
Q1 		$214K Buy
9,112
+798
+10% +$18.1K 0.04% 182
2020
Q4 		$166K Sell
8,314
-969
-10% -$19.6K 0.04% 190
2020
Q3 		$181K Buy
9,283
+622
+7% +$12.7K 0.05% 154
2020
Q2 		$162K Sell
8,661
-4,057
-32% -$75.5K 0.04% 166
2020
Q1 		$178K Buy
12,718
+490
+4% +$9.49K 0.06% 135
2019
Q4 		$289K Buy
12,228
+880
+8% +$20.2K 0.08% 110
2019
Q3 		$271K Buy
11,348
+363
+3% +$9.15K 0.08% 109
2019
Q2 		$305K Buy
10,985
+546
+5% +$15.2K 0.1% 102
2019
Q1 		$298K Buy
10,439
+1,722
+20% +$46.2K 0.1% 99
2018
Q4 		$190K Buy
+8,717
New +$218K 0.07% 107

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's WMB Position: Q3 2021 in Review

Berman Capital Advisors increased its Williams Companies (WMB) stake by 13% in Q3 2021, buying an estimated $31.6K and bringing the position to 11,107 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #209.

Berman Capital Advisors first reported a position in WMB in Q4 2018 and has held it in 12 quarters since. The position peaked at $305K in Q2 2019. 964 funds tracked by Wall St. Rank hold WMB as of Q3 2021.

  • Berman Capital Advisors held 11,107 shares of Williams Companies worth $286K as of Q3 2021.
  • Berman Capital Advisors bought 1,256 Williams Companies shares in Q3 2021, an estimated $31.6K.
  • Williams Companies made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #209 holding.
  • Berman Capital Advisors first reported a position in Williams Companies in Q4 2018 and has held it in 12 quarters since.
  • Berman Capital Advisors's Williams Companies position peaked at $305K in Q2 2019.
  • 964 funds tracked by Wall St. Rank held Williams Companies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.