GWAG
WMB icon

Garrett Wealth Advisory Group’s Williams Companies WMB Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-1,140
Closed -$27.4K – 637
2019
Q3 		$27.4K Buy
+1,140
New +$28.7K 0.02% 178

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garrett Wealth Advisory Group's WMB Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Williams Companies (WMB) in Q4 2019, closing a stake of 1,140 shares — an estimated $27.4K sold.

Garrett Wealth Advisory Group first reported a position in WMB in Q3 2019 and held it in 1 quarter. The position peaked at $27.4K in Q3 2019. 842 funds tracked by Wall St. Rank hold WMB as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Williams Companies position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 1,140 Williams Companies shares in Q4 2019, an estimated $27.4K.
  • Garrett Wealth Advisory Group first reported a position in Williams Companies in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Williams Companies position peaked at $27.4K in Q3 2019.
  • 842 funds tracked by Wall St. Rank held Williams Companies as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.