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Stewardship Financial Advisors’s Williams Companies WMB Stock Holding History

Stewardship Financial 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
2020
Q3 		– Sell
-36
Closed -$1K – 86
2020
Q2 		$1K Buy
+36
New +$670 ﹤0.01% 73

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Dodge & Cox
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Franklin Resources
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Stewardship Financial Advisors's WMB Position: Q3 2020 in Review

Stewardship Financial Advisors sold out of Williams Companies (WMB) in Q3 2020, closing a stake of 36 shares — an estimated $1K sold.

Stewardship Financial Advisors first reported a position in WMB in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 807 funds tracked by Wall St. Rank hold WMB as of Q3 2020.

  • Stewardship Financial Advisors reported no remaining Williams Companies position as of Q3 2020 after selling out during the quarter.
  • Stewardship Financial Advisors sold 36 Williams Companies shares in Q3 2020, an estimated $1K.
  • Stewardship Financial Advisors first reported a position in Williams Companies in Q2 2020 and held it in 1 quarter.
  • Stewardship Financial Advisors's Williams Companies position peaked at $1K in Q2 2020.
  • 807 funds tracked by Wall St. Rank held Williams Companies as of Q3 2020.

Based on Stewardship Financial Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.