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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Blue Chip Wealth Management's PFE Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Pfizer (PFE) stake by 7.8% in Q3 2020, buying an estimated $66.5K and bringing the position to 26,167 shares worth $911K. The position accounts for 0.72% of the portfolio, ranked #36.

Blue Chip Wealth Management first reported a position in PFE in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.31M in Q2 2019. 2,509 funds tracked by Wall St. Rank hold PFE as of Q3 2020.

Blue Chip Wealth Management held 26,167 shares of Pfizer worth $911K as of Q3 2020.
Blue Chip Wealth Management bought 1,897 Pfizer shares in Q3 2020, an estimated $66.5K.
Pfizer made up 0.72% of Blue Chip Wealth Management's portfolio in Q3 2020, its #36 holding.
Blue Chip Wealth Management first reported a position in Pfizer in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's Pfizer position peaked at $1.31M in Q2 2019.
2,509 funds tracked by Wall St. Rank held Pfizer as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.