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Wealthspire Advisors (Maryland)’s Williams Companies WMB Stock Holding History

Wealthspire Advisors (Maryland)’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 		$258K Buy
+13,105
New +$267K 0.01% 379
2019
Q2 		– Sell
-5,665
Closed -$163K – 2047
2019
Q1 		$163K Buy
5,665
+610
+12% +$16.4K 0.01% 483
2018
Q4 		$111K Sell
5,055
-548
-10% -$13.7K 0.01% 574
2018
Q3 		$152K Buy
5,603
+2,255
+67% +$65.4K 0.01% 537
2018
Q2 		$91K Sell
3,348
-452
-12% -$11.9K 0.01% 744
2018
Q1 		$94K Sell
3,800
-2,510
-40% -$74.1K 0.01% 740
2017
Q4 		$192K Sell
6,310
-240
-4% -$6.98K 0.02% 502
2017
Q3 		$197K Buy
6,550
+2,013
+44% +$61.3K 0.02% 478
2017
Q2 		$137K Buy
4,537
+1,997
+79% +$59.5K 0.02% 578
2017
Q1 		$75K Buy
2,540
+638
+34% +$18.4K 0.01% 682
2016
Q4 		$59K Sell
1,902
-855
-31% -$25.8K 0.01% 728
2016
Q3 		$85K Buy
2,757
+449
+19% +$11.9K 0.01% 624
2016
Q2 		$50K Sell
2,308
-312
-12% -$6.26K 0.01% 734
2016
Q1 		$42K Buy
2,620
+79
+3% +$1.36K 0.01% 747
2015
Q4 		$65K Buy
+2,541
New +$88.8K 0.01% 645

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WMB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Williams Companies (WMB) in Q3 2020: 13,105 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in WMB as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in WMB in Q4 2015 and has held it in 15 quarters since. 807 funds tracked by Wall St. Rank hold WMB as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 13,105 shares of Williams Companies worth $258K as of Q3 2020.
  • Williams Companies was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Williams Companies made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #379 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Williams Companies in Q4 2015 and has held it in 15 quarters since.
  • 807 funds tracked by Wall St. Rank held Williams Companies as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.