Wealthcare Capital Management’s Williams Companies WMB Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-21	Closed	–	–	673
2021 Q1	$0	Buy	+21	New	+$477	﹤0.01%	765
2020 Q1	–	Sell	-103	Closed	-$2K	–	654
2019 Q4	$2K	Buy	+103	New	+$2.36K	﹤0.01%	586
2015 Q2	–	Sell	-306	Closed	-$15K	–	859
2015 Q1	$15K	Buy	+306	New	+$14.2K	﹤0.01%	451
2013 Q3	–	Sell	-44	Closed	-$1K	–	129
2013 Q2	$1K	Buy	+44	New	+$1.58K	﹤0.01%	127

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

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Wealthcare Capital Management's WMB Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Williams Companies (WMB) in Q2 2021, closing a stake of 21 shares.

Wealthcare Capital Management first reported a position in WMB in Q2 2013 and held it in 4 quarters. The position peaked at $15K in Q1 2015. 951 funds tracked by Wall St. Rank hold WMB as of Q2 2021.

Wealthcare Capital Management reported no remaining Williams Companies position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 21 Williams Companies shares in Q2 2021.
Wealthcare Capital Management first reported a position in Williams Companies in Q2 2013 and held it in 4 quarters.
Wealthcare Capital Management's Williams Companies position peaked at $15K in Q1 2015.
951 funds tracked by Wall St. Rank held Williams Companies as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.