Blue Chip Wealth Management’s Pfizer PFE Stock Holding History

Blue Chip Wealth Management’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 Q3	$911K	Buy	26,167 +1,897	+8%	+$66.5K	0.72%	36
2020 Q2	$753K	Buy	24,270 +262	+1%	+$8.9K	0.71%	39
2020 Q1	$743K	Buy	24,008 +1,088	+5%	+$37.1K	0.93%	33
2019 Q4	$852K	Sell	22,920 -4,602	-17%	-$164K	0.79%	36
2019 Q3	$938K	Sell	27,522 -4,473	-14%	-$163K	0.98%	31
2019 Q2	$1.31M	Buy	31,995 +228	+0.7%	+$9.05K	1.39%	22
2019 Q1	$1.28M	Buy	31,767 +601	+2%	+$24.1K	1.45%	21
2018 Q4	$1.29M	Buy	31,166 +1,280	+4%	+$53.1K	1.69%	17
2018 Q3	$1.25M	Sell	29,886 -348	-1%	-$13.4K	1.26%	23
2018 Q2	$1.04M	Buy	30,234 +1,500	+5%	+$51.3K	1.13%	28
2018 Q1	$968K	Buy	+28,734	New	+$988K	0.99%	30

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

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

Wellington Management Group

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

Geode Capital Management

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

Bank of America

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return