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Regent Peak Wealth Advisors’s Williams Companies WMB Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-1,146
Closed -$23K – 1005
2020
Q4 		$23K Buy
+1,146
New +$23.2K 0.01% 434

Other funds holding WMB

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Regent Peak Wealth Advisors's WMB Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Williams Companies (WMB) in Q1 2021, closing a stake of 1,146 shares — an estimated $23K sold.

Regent Peak Wealth Advisors first reported a position in WMB in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 897 funds tracked by Wall St. Rank hold WMB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Williams Companies position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,146 Williams Companies shares in Q1 2021, an estimated $23K.
  • Regent Peak Wealth Advisors first reported a position in Williams Companies in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Williams Companies position peaked at $23K in Q4 2020.
  • 897 funds tracked by Wall St. Rank held Williams Companies as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.