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Evolution Wealth Advisors’s Williams Companies WMB Stock Holding History

Evolution 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
-366
Closed -$9K – 630
2021
Q3 		$9K Hold
366
– – ﹤0.01% 419
2021
Q2 		$10K Sell
366
-356
-49% -$9.12K ﹤0.01% 416
2021
Q1 		$17K Buy
722
+356
+97% +$8.09K ﹤0.01% 326
2020
Q4 		$7K Hold
366
– – ﹤0.01% 409
2020
Q3 		$7K Hold
366
– – ﹤0.01% 403
2020
Q2 		$7K Sell
366
-18
-5% -$335 ﹤0.01% 331
2020
Q1 		$5K Buy
+384
New +$7.44K ﹤0.01% 261
2019
Q4 		– Sell
-252
Closed -$6K – 707
2019
Q3 		$6K Buy
252
+65
+35% +$1.64K ﹤0.01% 261
2019
Q2 		$5K Buy
+187
New +$5.2K ﹤0.01% 276

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
Bank of America
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Evolution Wealth Advisors's WMB Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Williams Companies (WMB) in Q4 2021, closing a stake of 366 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in WMB in Q2 2019 and held it in 9 quarters. The position peaked at $17K in Q1 2021. 1,028 funds tracked by Wall St. Rank hold WMB as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Williams Companies position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 366 Williams Companies shares in Q4 2021, an estimated $9K.
  • Evolution Wealth Advisors first reported a position in Williams Companies in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Williams Companies position peaked at $17K in Q1 2021.
  • 1,028 funds tracked by Wall St. Rank held Williams Companies as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.