CSat Investment Advisory’s Williams Companies WMB Stock Holding History

CSat Investment Advisory’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	$29K	Buy	1,219 +216	+22%	+$4.91K	0.02%	313
2020 Q4	$20K	Sell	1,003 -13,205	-93%	-$268K	0.02%	340
2020 Q3	$279K	Sell	14,208 -3,391	-19%	-$69K	0.02%	229
2020 Q2	$335K	Buy	17,599 +12,838	+270%	+$239K	0.04%	221
2020 Q1	$67K	Sell	4,761 -601	-11%	-$11.6K	0.01%	450
2019 Q4	$127K	Buy	5,362 +3,926	+273%	+$89.9K	0.03%	315
2019 Q3	$34K	Buy	1,436 +198	+16%	+$4.99K	0.01%	635
2019 Q2	$35K	Buy	1,238 +910	+277%	+$25.3K	0.01%	630
2019 Q1	$9K	Sell	328 -52	-14%	-$1.39K	﹤0.01%	453
2018 Q4	$8K	Buy	380 +171	+82%	+$4.28K	﹤0.01%	449
2018 Q3	$6K	Sell	209 -97	-32%	-$2.81K	﹤0.01%	455
2018 Q2	$8K	Buy	+306	New	+$8.07K	﹤0.01%	399

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

CSat Investment Advisory's WMB Position: Q1 2021 in Review

CSat Investment Advisory increased its Williams Companies (WMB) stake by 22% in Q1 2021, buying an estimated $4.91K and bringing the position to 1,219 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #313.

CSat Investment Advisory first reported a position in WMB in Q2 2018 and has held it in 12 quarters since. The position peaked at $335K in Q2 2020. 898 funds tracked by Wall St. Rank hold WMB as of Q1 2021.

CSat Investment Advisory held 1,219 shares of Williams Companies worth $29K as of Q1 2021.
CSat Investment Advisory bought 216 Williams Companies shares in Q1 2021, an estimated $4.91K.
Williams Companies made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #313 holding.
CSat Investment Advisory first reported a position in Williams Companies in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Williams Companies position peaked at $335K in Q2 2020.
898 funds tracked by Wall St. Rank held Williams Companies as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.