Wealthstreet Investment Advisors’s Williams Companies WMB Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-24,428	Closed	-$579K	–	327
2021 Q1	$579K	Sell	24,428 -1,000	-4%	-$22.7K	0.06%	235
2020 Q4	$510K	Sell	25,428 -5,954	-19%	-$121K	0.05%	242
2020 Q3	$617K	Sell	31,382 -1,458	-4%	-$29.7K	0.07%	197
2020 Q2	$625K	Buy	32,840 +400	+1%	+$7.44K	0.08%	185
2020 Q1	$459K	Hold	32,440	–	–	0.07%	202
2019 Q4	$770K	Sell	32,440 -8,081	-20%	-$185K	0.09%	180
2019 Q3	$941K	Sell	40,521 -4,768	-11%	-$120K	0.12%	145
2019 Q2	$1.27M	Hold	45,289	–	–	0.16%	121
2019 Q1	$1.3M	Sell	45,289 -160	-0.4%	-$4.29K	0.17%	119
2018 Q4	$1.21M	Sell	45,449 -4,850	-10%	-$121K	0.17%	120
2018 Q3	$1.37M	Buy	50,299 +7,795	+18%	+$226K	0.17%	125
2018 Q2	$1.15M	Hold	42,504	–	–	0.15%	137
2018 Q1	$1.06M	Buy	42,504 +4,655	+12%	+$137K	0.13%	146
2017 Q4	$1.15M	Buy	+37,849	New	+$1.1M	0.14%	145

Other funds holding WMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wealthstreet Investment Advisors's WMB Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Williams Companies (WMB) in Q2 2021, closing a stake of 24,428 shares — an estimated $579K sold.

Wealthstreet Investment Advisors first reported a position in WMB in Q4 2017 and held it in 14 quarters. The position peaked at $1.37M in Q3 2018. 952 funds tracked by Wall St. Rank hold WMB as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Williams Companies position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 24,428 Williams Companies shares in Q2 2021, an estimated $579K.
Wealthstreet Investment Advisors first reported a position in Williams Companies in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Williams Companies position peaked at $1.37M in Q3 2018.
952 funds tracked by Wall St. Rank held Williams Companies as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.