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Beacon Pointe Wealth Advisors’s Pfizer PFE Stock Holding History

Beacon Pointe 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
2019
Q4 		$2.16M Buy
58,055
+3,331
+6% +$119K 0.4% 53
2019
Q3 		$1.86M Sell
54,724
-11,830
-18% -$430K 0.39% 55
2019
Q2 		$2.74M Buy
66,554
+6,491
+11% +$258K 0.58% 37
2019
Q1 		$2.42M Sell
60,063
-1,511
-2% -$60.5K 0.55% 39
2018
Q4 		$2.55M Buy
+61,574
New +$2.56M 0.92% 27

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

Beacon Pointe Wealth Advisors's PFE Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Pfizer (PFE) stake by 6.1% in Q4 2019, buying an estimated $119K and bringing the position to 58,055 shares worth $2.16M. The position accounts for 0.4% of the portfolio, ranked #53.

Beacon Pointe Wealth Advisors first reported a position in PFE in Q4 2018 and has held it in 5 quarters since. The position peaked at $2.74M in Q2 2019. 2,524 funds tracked by Wall St. Rank hold PFE as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 58,055 shares of Pfizer worth $2.16M as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 3,331 Pfizer shares in Q4 2019, an estimated $119K.
  • Pfizer made up 0.4% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #53 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Pfizer in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Pfizer position peaked at $2.74M in Q2 2019.
  • 2,524 funds tracked by Wall St. Rank held Pfizer as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.