PWM
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Provident Wealth Management’s Waste Management WM Stock Holding History

Provident Wealth Management’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-84
Closed -$10K – 268
2020
Q3 		$10K Buy
+84
New +$9.28K 0.01% 149

Other funds holding WM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Provident Wealth Management sold out of Waste Management (WM) in Q4 2020, closing a stake of 84 shares — an estimated $10K sold.

Provident Wealth Management first reported a position in WM in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 1,457 funds tracked by Wall St. Rank hold WM as of Q4 2020.

  • Provident Wealth Management reported no remaining Waste Management position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 84 Waste Management shares in Q4 2020, an estimated $10K.
  • Provident Wealth Management first reported a position in Waste Management in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Waste Management position peaked at $10K in Q3 2020.
  • 1,457 funds tracked by Wall St. Rank held Waste Management as of Q4 2020.

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