SHWM
WMB icon

Silicon Hills Wealth Management’s Williams Companies WMB Stock Holding History

Silicon Hills 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
2020
Q1 		– Sell
-1
Closed -$221 – 291
2019
Q4 		$221 Buy
+1
New +$23 0.17% 74

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Silicon Hills Wealth Management's WMB Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of Williams Companies (WMB) in Q1 2020, closing a stake of 1 share — an estimated $221 sold.

Silicon Hills Wealth Management first reported a position in WMB in Q4 2019 and held it in 1 quarter. The position peaked at $221 in Q4 2019. 792 funds tracked by Wall St. Rank hold WMB as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining Williams Companies position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 1 Williams Companies share in Q1 2020, an estimated $221.
  • Silicon Hills Wealth Management first reported a position in Williams Companies in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's Williams Companies position peaked at $221 in Q4 2019.
  • 792 funds tracked by Wall St. Rank held Williams Companies as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.