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WealthStone’s Williams Companies WMB Stock Holding History

WealthStone’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
Q1 		$228K Buy
+9,657
New +$219K 0.08% 221
2020
Q3 		– Sell
-18,191
Closed -$346K – 250
2020
Q2 		$346K Buy
+18,191
New +$339K 0.17% 100
2019
Q3 		– Sell
-79
Closed -$2.21K – 603
2019
Q2 		$2.21K Buy
+79
New +$2.19K ﹤0.01% 517

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WealthStone's WMB Position: Q1 2021 in Review

WealthStone opened a new position in Williams Companies (WMB) in Q1 2021: 9,657 shares worth $228K. The stake represents 0.08% of the portfolio and ranks #221 among its holdings. This is a return to the name: WealthStone previously reported a position in WMB as recently as Q2 2020.

WealthStone first reported a position in WMB in Q2 2019 and has held it in 3 quarters since. The position peaked at $346K in Q2 2020. 897 funds tracked by Wall St. Rank hold WMB as of Q1 2021.

  • WealthStone held 9,657 shares of Williams Companies worth $228K as of Q1 2021.
  • Williams Companies was a new WealthStone position in Q1 2021.
  • Williams Companies made up 0.08% of WealthStone's portfolio in Q1 2021, its #221 holding.
  • WealthStone first reported a position in Williams Companies in Q2 2019 and has held it in 3 quarters since.
  • WealthStone's Williams Companies position peaked at $346K in Q2 2020.
  • 897 funds tracked by Wall St. Rank held Williams Companies as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.