Bell & Brown Wealth Advisors’s Pfizer PFE Stock Holding History

Bell & Brown 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	-50,689	Closed	-$1.95M	–	79
2019 Q4	$1.95M	Buy	50,689 +941	+2%	+$33.5K	1.46%	27
2019 Q3	$1.68M	Buy	49,748 +1,775	+4%	+$64.5K	1.38%	30
2019 Q2	$1.97M	Buy	47,973 +2,204	+5%	+$87.5K	1.74%	24
2019 Q1	$1.84M	Buy	45,769 +441	+1%	+$17.7K	1.68%	24
2018 Q4	$1.88M	Buy	45,328 +373	+0.8%	+$15.5K	2.01%	17
2018 Q3	$1.84M	Buy	44,955 +448	+1%	+$17.2K	1.71%	22
2018 Q2	$1.53M	Buy	44,507 +994	+2%	+$34K	1.51%	25
2018 Q1	$1.48M	Buy	43,513 +2,150	+5%	+$73.9K	1.55%	23
2017 Q4	$1.42M	Buy	+41,363	New	+$1.41M	1.47%	28

Other funds holding PFE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bell & Brown Wealth Advisors's PFE Position: Q1 2020 in Review

Bell & Brown Wealth Advisors sold out of Pfizer (PFE) in Q1 2020, closing a stake of 50,689 shares — an estimated $1.95M sold.

Bell & Brown Wealth Advisors first reported a position in PFE in Q4 2017 and held it in 9 quarters. The position peaked at $1.97M in Q2 2019. 2,437 funds tracked by Wall St. Rank hold PFE as of Q1 2020.

Bell & Brown Wealth Advisors reported no remaining Pfizer position as of Q1 2020 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 50,689 Pfizer shares in Q1 2020, an estimated $1.95M.
Bell & Brown Wealth Advisors first reported a position in Pfizer in Q4 2017 and held it in 9 quarters.
Bell & Brown Wealth Advisors's Pfizer position peaked at $1.97M in Q2 2019.
2,437 funds tracked by Wall St. Rank held Pfizer as of Q1 2020.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2020, filed 11 May 2020.