Meridian Wealth Partners’s Williams Companies WMB Stock Holding History

Meridian Wealth Partners’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	–	Sell	-429	Closed	-$10K	–	1271
2021 Q1	$10K	Buy	+429	New	+$9.74K	﹤0.01%	460

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

Meridian Wealth Partners's WMB Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Williams Companies (WMB) in Q2 2021, closing a stake of 429 shares — an estimated $10K sold.

Meridian Wealth Partners first reported a position in WMB in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 951 funds tracked by Wall St. Rank hold WMB as of Q2 2021.

Meridian Wealth Partners reported no remaining Williams Companies position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 429 Williams Companies shares in Q2 2021, an estimated $10K.
Meridian Wealth Partners first reported a position in Williams Companies in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Williams Companies position peaked at $10K in Q1 2021.
951 funds tracked by Wall St. Rank held Williams Companies as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.