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Advisor Group’s Pfizer PFE Stock Holding History

Advisor Group’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$27.3M Buy
733,280
+6,672
+0.9% +$238K 0.19% 99
2019
Q3 		$24.8M Buy
726,608
+47,847
+7% +$1.74M 0.18% 102
2019
Q2 		$27.9M Buy
678,761
+13,029
+2% +$517K 0.21% 85
2019
Q1 		$26.8M Sell
665,732
-5,075
-0.8% -$203K 0.22% 81
2018
Q4 		$27.8M Buy
670,807
+40,662
+6% +$1.69M 0.27% 69
2018
Q3 		$26.4M Buy
630,145
+138,922
+28% +$5.35M 0.27% 74
2018
Q2 		$16.9M Sell
491,223
-15,087
-3% -$516K 0.23% 85
2018
Q1 		$17.1M Sell
506,310
-41,339
-8% -$1.42M 0.23% 84
2017
Q4 		$18.8M Buy
547,649
+71,452
+15% +$2.44M 0.25% 77
2017
Q3 		$16.1M Buy
476,197
+11,661
+3% +$375K 0.25% 77
2017
Q2 		$14.8M Buy
464,536
+17,484
+4% +$551K 0.26% 77
2017
Q1 		$14.5M Buy
447,052
+27,065
+6% +$853K 0.29% 65
2016
Q4 		$12.9M Sell
419,987
-51,875
-11% -$1.58M 0.29% 70
2016
Q3 		$15.2M Buy
471,862
+28,056
+6% +$938K 0.36% 43
2016
Q2 		$14.8M Buy
+443,806
New +$14.2M 0.39% 44

Other funds holding PFE

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advisor Group's PFE Position: Q4 2019 in Review

Advisor Group increased its Pfizer (PFE) stake by 0.92% in Q4 2019, buying an estimated $238K and bringing the position to 733,280 shares worth $27.3M. The position accounts for 0.19% of the portfolio, ranked #99.

Advisor Group first reported a position in PFE in Q2 2016 and has held it in 15 quarters since. The position peaked at $27.9M in Q2 2019. 2,524 funds tracked by Wall St. Rank hold PFE as of Q4 2019.

  • Advisor Group held 733,280 shares of Pfizer worth $27.3M as of Q4 2019.
  • Advisor Group bought 6,672 Pfizer shares in Q4 2019, an estimated $238K.
  • Pfizer made up 0.19% of Advisor Group's portfolio in Q4 2019, its #99 holding.
  • Advisor Group first reported a position in Pfizer in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Pfizer position peaked at $27.9M in Q2 2019.
  • 2,524 funds tracked by Wall St. Rank held Pfizer as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.