MPS Loria Financial Planners’s Williams Companies WMB Stock Holding History

MPS Loria Financial Planners’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	-109	Closed	-$2K	–	562
2021 Q1	$2K	Hold	109	–	–	﹤0.01%	462
2020 Q4	$2K	Buy	+109	New	+$2.21K	﹤0.01%	497

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

MPS Loria Financial Planners's WMB Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Williams Companies (WMB) in Q2 2021, closing a stake of 109 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in WMB in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 951 funds tracked by Wall St. Rank hold WMB as of Q2 2021.

MPS Loria Financial Planners reported no remaining Williams Companies position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 109 Williams Companies shares in Q2 2021, an estimated $2K.
MPS Loria Financial Planners first reported a position in Williams Companies in Q4 2020 and held it in 2 quarters.
MPS Loria Financial Planners's Williams Companies position peaked at $2K in Q1 2021.
951 funds tracked by Wall St. Rank held Williams Companies as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.