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FormulaFolio Investments’s Williams Companies WMB Stock Holding History

FormulaFolio Investments’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
-14,092
Closed -$283K – 813
2020
Q4 		$283K Buy
+14,092
New +$286K 0.01% 544

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FormulaFolio Investments's WMB Position: Q1 2021 in Review

FormulaFolio Investments sold out of Williams Companies (WMB) in Q1 2021, closing a stake of 14,092 shares — an estimated $283K sold.

FormulaFolio Investments first reported a position in WMB in Q4 2020 and held it in 1 quarter. The position peaked at $283K in Q4 2020. 897 funds tracked by Wall St. Rank hold WMB as of Q1 2021.

  • FormulaFolio Investments reported no remaining Williams Companies position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 14,092 Williams Companies shares in Q1 2021, an estimated $283K.
  • FormulaFolio Investments first reported a position in Williams Companies in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Williams Companies position peaked at $283K in Q4 2020.
  • 897 funds tracked by Wall St. Rank held Williams Companies as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.