WCG
WMB icon

Weaver Consulting Group’s Williams Companies WMB Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-100
Closed -$2K – 907
2020
Q3 		$2K Hold
100
– – ﹤0.01% 851
2020
Q2 		$2K Hold
100
– – ﹤0.01% 825
2020
Q1 		$1K Hold
100
– – ﹤0.01% 824
2019
Q4 		$2K Hold
100
– – ﹤0.01% 765
2019
Q3 		$3K Hold
100
– – ﹤0.01% 694
2019
Q2 		$3K Hold
100
– – ﹤0.01% 682
2019
Q1 		$3K Buy
+100
New +$2.68K ﹤0.01% 1261

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Weaver Consulting Group's WMB Position: Q4 2020 in Review

Weaver Consulting Group sold out of Williams Companies (WMB) in Q4 2020, closing a stake of 100 shares — an estimated $2K sold.

Weaver Consulting Group first reported a position in WMB in Q1 2019 and held it in 7 quarters. The position peaked at $3K in Q3 2019. 866 funds tracked by Wall St. Rank hold WMB as of Q4 2020.

  • Weaver Consulting Group reported no remaining Williams Companies position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 100 Williams Companies shares in Q4 2020, an estimated $2K.
  • Weaver Consulting Group first reported a position in Williams Companies in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Williams Companies position peaked at $3K in Q3 2019.
  • 866 funds tracked by Wall St. Rank held Williams Companies as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.