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Asset Planning Services (Pennsylvania)’s Pfizer PFE Stock Holding History

Asset Planning Services (Pennsylvania)’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 		– Sell
-2,474
Closed -$84K – 201
2019
Q3 		$84K Buy
2,474
+2
+0.1% +$73 0.04% 105
2019
Q2 		$102K Buy
2,472
+2
+0.1% +$79 0.04% 99
2019
Q1 		$100K Sell
2,470
-403
-14% -$16.1K 0.05% 99
2018
Q4 		$119K Buy
2,873
+16
+0.6% +$664 0.06% 81
2018
Q3 		$120K Buy
2,857
+16
+0.6% +$616 0.06% 83
2018
Q2 		$98K Sell
2,841
-229
-7% -$7.83K 0.05% 94
2018
Q1 		$103K Buy
3,070
+19
+0.6% +$653 0.05% 93
2017
Q4 		$105K Buy
3,051
+18
+0.6% +$614 0.05% 101
2017
Q3 		$103K Buy
3,033
+177
+6% +$5.69K 0.06% 106
2017
Q2 		$91K Sell
2,856
-265
-8% -$8.36K 0.06% 108
2017
Q1 		$101K Buy
3,121
+145
+5% +$4.57K 0.07% 107
2016
Q4 		$92K Buy
2,976
+18
+0.6% +$550 0.07% 98
2016
Q3 		$95K Buy
2,958
+16
+0.5% +$535 0.08% 95
2016
Q2 		$98K Sell
2,942
-36
-1% -$1.15K 0.08% 102
2016
Q1 		$84K Buy
2,978
+19
+0.6% +$543 0.08% 113
2015
Q4 		$91K Buy
2,959
+69
+2% +$2.17K 0.09% 86
2015
Q3 		$86K Buy
2,890
+16
+0.6% +$513 0.09% 81
2015
Q2 		$91K Buy
+2,874
New +$93.7K 0.09% 83

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Asset Planning Services (Pennsylvania)'s PFE Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Pfizer (PFE) in Q4 2019, closing a stake of 2,474 shares — an estimated $84K sold.

Asset Planning Services (Pennsylvania) first reported a position in PFE in Q2 2015 and held it in 18 quarters. The position peaked at $120K in Q3 2018. 2,526 funds tracked by Wall St. Rank hold PFE as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Pfizer position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 2,474 Pfizer shares in Q4 2019, an estimated $84K.
  • Asset Planning Services (Pennsylvania) first reported a position in Pfizer in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s Pfizer position peaked at $120K in Q3 2018.
  • 2,526 funds tracked by Wall St. Rank held Pfizer as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.