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Provident Wealth Management’s Philip Morris PM Stock Holding History

Provident Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,267
Closed -$95K – 213
2020
Q3 		$95K Buy
+1,267
New +$97.7K 0.11% 64

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Capital Research Global Investors
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Provident Wealth Management sold out of Philip Morris (PM) in Q4 2020, closing a stake of 1,267 shares — an estimated $95K sold.

Provident Wealth Management first reported a position in PM in Q3 2020 and held it in 1 quarter. The position peaked at $95K in Q3 2020. 1,807 funds tracked by Wall St. Rank hold PM as of Q4 2020.

  • Provident Wealth Management reported no remaining Philip Morris position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 1,267 Philip Morris shares in Q4 2020, an estimated $95K.
  • Provident Wealth Management first reported a position in Philip Morris in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Philip Morris position peaked at $95K in Q3 2020.
  • 1,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2020.

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