Fulcrum Capital’s Williams Companies WMB Stock Holding History

Fulcrum Capital’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	-10,314	Closed	-$207K	–	95
2020 Q4	$207K	Buy	+10,314	New	+$209K	0.06%	78

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

Fulcrum Capital's WMB Position: Q1 2021 in Review

Fulcrum Capital sold out of Williams Companies (WMB) in Q1 2021, closing a stake of 10,314 shares — an estimated $207K sold.

Fulcrum Capital first reported a position in WMB in Q4 2020 and held it in 1 quarter. The position peaked at $207K in Q4 2020. 897 funds tracked by Wall St. Rank hold WMB as of Q1 2021.

Fulcrum Capital reported no remaining Williams Companies position as of Q1 2021 after selling out during the quarter.
Fulcrum Capital sold 10,314 Williams Companies shares in Q1 2021, an estimated $207K.
Fulcrum Capital first reported a position in Williams Companies in Q4 2020 and held it in 1 quarter.
Fulcrum Capital's Williams Companies position peaked at $207K in Q4 2020.
897 funds tracked by Wall St. Rank held Williams Companies as of Q1 2021.

Based on Fulcrum Capital's 13F filing for Q1 2021, filed 12 Apr 2021.