Standard Family Office’s Williams Companies WMB Stock Holding History

Standard Family Office’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	-72	Closed	-$2K	–	519
2021 Q2	$2K	Hold	72	–	–	﹤0.01%	445
2021 Q1	$2K	Hold	72	–	–	﹤0.01%	480
2020 Q4	$1K	Buy	+72	New	+$1.46K	﹤0.01%	560

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Standard Family Office's WMB Position: Q3 2021 in Review

Standard Family Office sold out of Williams Companies (WMB) in Q3 2021, closing a stake of 72 shares — an estimated $2K sold.

Standard Family Office first reported a position in WMB in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 963 funds tracked by Wall St. Rank hold WMB as of Q3 2021.

Standard Family Office reported no remaining Williams Companies position as of Q3 2021 after selling out during the quarter.
Standard Family Office sold 72 Williams Companies shares in Q3 2021, an estimated $2K.
Standard Family Office first reported a position in Williams Companies in Q4 2020 and held it in 3 quarters.
Standard Family Office's Williams Companies position peaked at $2K in Q2 2021.
963 funds tracked by Wall St. Rank held Williams Companies as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.