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Divergent Wealth Advisors’s Pfizer PFE Stock Holding History

Divergent Wealth Advisors’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
2018
Q4 		– Sell
-135
Closed -$6K – 104
2018
Q3 		$6K Hold
135
– – ﹤0.01% 117
2018
Q2 		$5K Sell
135
-34
-20% -$1.16K ﹤0.01% 116
2018
Q1 		$6K Buy
+169
New +$5.81K ﹤0.01% 117

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Divergent Wealth Advisors's PFE Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Pfizer (PFE) in Q4 2018, closing a stake of 135 shares — an estimated $6K sold.

Divergent Wealth Advisors first reported a position in PFE in Q1 2018 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 2,403 funds tracked by Wall St. Rank hold PFE as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Pfizer position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 135 Pfizer shares in Q4 2018, an estimated $6K.
  • Divergent Wealth Advisors first reported a position in Pfizer in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Pfizer position peaked at $6K in Q3 2018.
  • 2,403 funds tracked by Wall St. Rank held Pfizer as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.