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Paces Ferry Wealth Advisors’s Williams Companies WMB Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-1,402
Closed -$28K – 1104
2020
Q3 		$28K Buy
+1,402
New +$28.5K 0.02% 294

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Paces Ferry Wealth Advisors's WMB Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Williams Companies (WMB) in Q4 2020, closing a stake of 1,402 shares — an estimated $28K sold.

Paces Ferry Wealth Advisors first reported a position in WMB in Q3 2020 and held it in 1 quarter. The position peaked at $28K in Q3 2020. 866 funds tracked by Wall St. Rank hold WMB as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Williams Companies position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 1,402 Williams Companies shares in Q4 2020, an estimated $28K.
  • Paces Ferry Wealth Advisors first reported a position in Williams Companies in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Williams Companies position peaked at $28K in Q3 2020.
  • 866 funds tracked by Wall St. Rank held Williams Companies as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.