PWM
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Provident Wealth Management’s Altria Group MO Stock Holding History

Provident Wealth Management’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-418
Closed -$16K – 184
2020
Q3 		$16K Buy
+418
New +$17.4K 0.02% 133

Other funds holding MO

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Provident Wealth Management's MO Position: Q4 2020 in Review

Provident Wealth Management sold out of Altria Group (MO) in Q4 2020, closing a stake of 418 shares — an estimated $16K sold.

Provident Wealth Management first reported a position in MO in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 1,655 funds tracked by Wall St. Rank hold MO as of Q4 2020.

  • Provident Wealth Management reported no remaining Altria Group position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 418 Altria Group shares in Q4 2020, an estimated $16K.
  • Provident Wealth Management first reported a position in Altria Group in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Altria Group position peaked at $16K in Q3 2020.
  • 1,655 funds tracked by Wall St. Rank held Altria Group as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.