Hoover Financial Advisors’s Williams Companies WMB Stock Holding History

Hoover Financial 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 Q2	$7.54M	Buy	284,011 +39,211	+16%	+$1M	1.34%	16
2021 Q1	$6.28M	Buy	+244,800	New	+$5.56M	1.18%	19
2020 Q3	–	Sell	-600	Closed	-$11K	–	481
2020 Q2	$11K	Buy	+600	New	+$11.2K	﹤0.01%	340

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Hoover Financial Advisors's WMB Position: Q2 2021 in Review

Hoover Financial Advisors increased its Williams Companies (WMB) stake by 16% in Q2 2021, buying an estimated $1M and bringing the position to 284,011 shares worth $7.54M. The position accounts for 1.34% of the portfolio, ranked #16.

Hoover Financial Advisors first reported a position in WMB in Q2 2020 and has held it in 3 quarters since. 951 funds tracked by Wall St. Rank hold WMB as of Q2 2021.

Hoover Financial Advisors held 284,011 shares of Williams Companies worth $7.54M as of Q2 2021.
Hoover Financial Advisors bought 39,211 Williams Companies shares in Q2 2021, an estimated $1M.
Williams Companies made up 1.34% of Hoover Financial Advisors's portfolio in Q2 2021, its #16 holding.
Hoover Financial Advisors first reported a position in Williams Companies in Q2 2020 and has held it in 3 quarters since.
951 funds tracked by Wall St. Rank held Williams Companies as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.