Alaska Wealth Advisors’s Pfizer PFE Stock Holding History

Alaska Wealth Advisors’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
2020 Q1	–	Sell	-5,466	Closed	-$203K	–	66
2019 Q4	$203K	Buy	+5,466	New	+$195K	0.03%	69
2019 Q3	–	Sell	-16,738	Closed	-$674K	–	49
2019 Q2	$674K	Hold	16,738	–	–	0.07%	32
2019 Q1	$674K	Hold	16,738	–	–	0.07%	32
2018 Q4	$693K	Buy	16,738 +190	+1%	+$7.89K	0.22%	27
2018 Q3	$691K	Hold	16,548	–	–	0.21%	26
2018 Q2	$569K	Sell	16,548 -3,373	-17%	-$115K	0.18%	28
2018 Q1	$670K	Hold	19,921	–	–	0.23%	26
2017 Q4	$684K	Buy	+19,921	New	+$679K	0.25%	25

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Alaska Wealth Advisors's PFE Position: Q1 2020 in Review

Alaska Wealth Advisors sold out of Pfizer (PFE) in Q1 2020, closing a stake of 5,466 shares — an estimated $203K sold.

Alaska Wealth Advisors first reported a position in PFE in Q4 2017 and held it in 8 quarters. The position peaked at $693K in Q4 2018. 2,436 funds tracked by Wall St. Rank hold PFE as of Q1 2020.

Alaska Wealth Advisors reported no remaining Pfizer position as of Q1 2020 after selling out during the quarter.
Alaska Wealth Advisors sold 5,466 Pfizer shares in Q1 2020, an estimated $203K.
Alaska Wealth Advisors first reported a position in Pfizer in Q4 2017 and held it in 8 quarters.
Alaska Wealth Advisors's Pfizer position peaked at $693K in Q4 2018.
2,436 funds tracked by Wall St. Rank held Pfizer as of Q1 2020.

Based on Alaska Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.