Beacon Pointe Wealth Advisors »

Williams Companies shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Williams Companies

Tip: Access up to 7 years of quarterly data

All positions including Williams Companies held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Williams Companies by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $315k 13k 23.69
2019-09-30 $312k 13k 24.02
2019-06-30 $483k 17k 28.06
2019-03-31 $495k 17k 28.76
2018-12-31 $286k 13k 22.02

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Williams Companies

Vanguard Group
BlackRock
Bank of America Corporation
Dodge & Cox
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
ClearBridge Advisors
Morgan Stanley
Royal Bank of Canada
UBS Group
Northern Trust
Franklin Resources
Legal & General Group
Tortoise Capital Advisors

View all funds holding Williams Companies