Capital Asset Advisory Services’s Williams Companies WMB Stock Holding History

Capital Asset Advisory Services’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	-1,169	Closed	-$23K	–	1507
2020 Q4	$23K	Buy	+1,169	New	+$23.7K	﹤0.01%	827

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

Capital Asset Advisory Services's WMB Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Williams Companies (WMB) in Q1 2021, closing a stake of 1,169 shares — an estimated $23K sold.

Capital Asset Advisory Services first reported a position in WMB in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 897 funds tracked by Wall St. Rank hold WMB as of Q1 2021.

Capital Asset Advisory Services reported no remaining Williams Companies position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 1,169 Williams Companies shares in Q1 2021, an estimated $23K.
Capital Asset Advisory Services first reported a position in Williams Companies in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Williams Companies position peaked at $23K in Q4 2020.
897 funds tracked by Wall St. Rank held Williams Companies as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.