SIAG
WMB icon

Safeguard Investment Advisory Group’s Williams Companies WMB Stock Holding History

Safeguard Investment Advisory Group’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
-120
Closed -$2K – 726
2020
Q4 		$2K Buy
+120
New +$2.43K ﹤0.01% 649

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
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

Safeguard Investment Advisory Group's WMB Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Williams Companies (WMB) in Q1 2021, closing a stake of 120 shares — an estimated $2K sold.

Safeguard Investment Advisory Group first reported a position in WMB in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 897 funds tracked by Wall St. Rank hold WMB as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Williams Companies position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 120 Williams Companies shares in Q1 2021, an estimated $2K.
  • Safeguard Investment Advisory Group first reported a position in Williams Companies in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Williams Companies position peaked at $2K in Q4 2020.
  • 897 funds tracked by Wall St. Rank held Williams Companies as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.