HCR Wealth Advisors’s Williams Companies WMB Stock Holding History

HCR 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 Q1	–	Sell	-10,171	Closed	-$204K	–	285
2020 Q4	$204K	Buy	+10,171	New	+$206K	0.04%	172

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

HCR Wealth Advisors's WMB Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Williams Companies (WMB) in Q1 2021, closing a stake of 10,171 shares — an estimated $204K sold.

HCR Wealth Advisors first reported a position in WMB in Q4 2020 and held it in 1 quarter. The position peaked at $204K in Q4 2020. 897 funds tracked by Wall St. Rank hold WMB as of Q1 2021.

HCR Wealth Advisors reported no remaining Williams Companies position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 10,171 Williams Companies shares in Q1 2021, an estimated $204K.
HCR Wealth Advisors first reported a position in Williams Companies in Q4 2020 and held it in 1 quarter.
HCR Wealth Advisors's Williams Companies position peaked at $204K in Q4 2020.
897 funds tracked by Wall St. Rank held Williams Companies as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.