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Chessman Wealth Strategies RIA’s Pfizer PFE Stock Holding History

Chessman Wealth Strategies RIA’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
Q3 		– Sell
-5,732
Closed -$234K – 7
2019
Q2 		$234K Hold
5,732
– – 1.27% 12
2019
Q1 		$231K Hold
5,732
– – 0.2% 19
2018
Q4 		$237K Sell
5,732
-5,639
-50% -$234K 0.25% 19
2018
Q3 		$475K Buy
+11,371
New +$438K 0.42% 17

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Chessman Wealth Strategies RIA's PFE Position: Q3 2019 in Review

Chessman Wealth Strategies RIA sold out of Pfizer (PFE) in Q3 2019, closing a stake of 5,732 shares — an estimated $234K sold.

Chessman Wealth Strategies RIA first reported a position in PFE in Q3 2018 and held it in 4 quarters. The position peaked at $475K in Q3 2018. 2,322 funds tracked by Wall St. Rank hold PFE as of Q3 2019.

  • Chessman Wealth Strategies RIA reported no remaining Pfizer position as of Q3 2019 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 5,732 Pfizer shares in Q3 2019, an estimated $234K.
  • Chessman Wealth Strategies RIA first reported a position in Pfizer in Q3 2018 and held it in 4 quarters.
  • Chessman Wealth Strategies RIA's Pfizer position peaked at $475K in Q3 2018.
  • 2,322 funds tracked by Wall St. Rank held Pfizer as of Q3 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q3 2019, filed 25 Oct 2019.