CA Family Wealth’s Pfizer PFE Stock Holding History

CA Family Wealth’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	-8,759	Closed	-$326K	–	116
2019 Q4	$326K	Buy	+8,759	New	+$312K	0.22%	55

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

CA Family Wealth's PFE Position: Q1 2020 in Review

CA Family Wealth sold out of Pfizer (PFE) in Q1 2020, closing a stake of 8,759 shares — an estimated $326K sold.

CA Family Wealth first reported a position in PFE in Q4 2019 and held it in 1 quarter. The position peaked at $326K in Q4 2019. 2,437 funds tracked by Wall St. Rank hold PFE as of Q1 2020.

CA Family Wealth reported no remaining Pfizer position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 8,759 Pfizer shares in Q1 2020, an estimated $326K.
CA Family Wealth first reported a position in Pfizer in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Pfizer position peaked at $326K in Q4 2019.
2,437 funds tracked by Wall St. Rank held Pfizer as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.