PWM
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Provident Wealth Management’s Williams Companies WMB Stock Holding History

Provident Wealth Management’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
-146
Closed -$3K – 267
2020
Q3 		$3K Buy
+146
New +$2.97K ﹤0.01% 239

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State Street
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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

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

Provident Wealth Management sold out of Williams Companies (WMB) in Q4 2020, closing a stake of 146 shares — an estimated $3K sold.

Provident Wealth Management first reported a position in WMB in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 866 funds tracked by Wall St. Rank hold WMB as of Q4 2020.

  • Provident Wealth Management reported no remaining Williams Companies position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 146 Williams Companies shares in Q4 2020, an estimated $3K.
  • Provident Wealth Management first reported a position in Williams Companies in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Williams Companies position peaked at $3K in Q3 2020.
  • 866 funds tracked by Wall St. Rank held Williams Companies as of Q4 2020.

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