Crestone Asset Management’s Pfizer PFE Stock Holding History

Crestone Asset 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 Q2	–	Sell	-7,444	Closed	-$231K	–	78
2020 Q1	$231K	Buy	+7,444	New	+$254K	0.09%	54

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Crestone Asset Management's PFE Position: Q2 2020 in Review

Crestone Asset Management sold out of Pfizer (PFE) in Q2 2020, closing a stake of 7,444 shares — an estimated $231K sold.

Crestone Asset Management first reported a position in PFE in Q1 2020 and held it in 1 quarter. The position peaked at $231K in Q1 2020. 2,442 funds tracked by Wall St. Rank hold PFE as of Q2 2020.

Crestone Asset Management reported no remaining Pfizer position as of Q2 2020 after selling out during the quarter.
Crestone Asset Management sold 7,444 Pfizer shares in Q2 2020, an estimated $231K.
Crestone Asset Management first reported a position in Pfizer in Q1 2020 and held it in 1 quarter.
Crestone Asset Management's Pfizer position peaked at $231K in Q1 2020.
2,442 funds tracked by Wall St. Rank held Pfizer as of Q2 2020.

Based on Crestone Asset Management's 13F filing for Q2 2020, filed 12 Mar 2021.