PSIWM
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Paradigm Strategies in Wealth Management’s Williams Companies WMB Stock Holding History

Paradigm Strategies in Wealth Management’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
Q3 		– Sell
-500
Closed -$13K – 234
2021
Q2 		$13K Buy
+500
New +$12.8K 0.01% 159

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paradigm Strategies in Wealth Management's WMB Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Williams Companies (WMB) in Q3 2021, closing a stake of 500 shares — an estimated $13K sold.

Paradigm Strategies in Wealth Management first reported a position in WMB in Q2 2021 and held it in 1 quarter. The position peaked at $13K in Q2 2021. 963 funds tracked by Wall St. Rank hold WMB as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Williams Companies position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 500 Williams Companies shares in Q3 2021, an estimated $13K.
  • Paradigm Strategies in Wealth Management first reported a position in Williams Companies in Q2 2021 and held it in 1 quarter.
  • Paradigm Strategies in Wealth Management's Williams Companies position peaked at $13K in Q2 2021.
  • 963 funds tracked by Wall St. Rank held Williams Companies as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.