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Dynasty Wealth Management’s Pfizer PFE Stock Holding History

Dynasty 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
2018
Q4 		– Sell
-18,215
Closed -$762K – 80
2018
Q3 		$762K Buy
18,215
+11,721
+180% +$451K 0.98% 20
2018
Q2 		$224K Sell
6,494
-49
-0.7% -$1.67K 0.46% 60
2018
Q1 		$220K Sell
6,543
-7,782
-54% -$268K 0.09% 57
2017
Q4 		$492K Buy
+14,325
New +$488K 0.85% 29

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

Dynasty Wealth Management's PFE Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Pfizer (PFE) in Q4 2018, closing a stake of 18,215 shares — an estimated $762K sold.

Dynasty Wealth Management first reported a position in PFE in Q4 2017 and held it in 4 quarters. The position peaked at $762K in Q3 2018. 2,403 funds tracked by Wall St. Rank hold PFE as of Q4 2018.

  • Dynasty Wealth Management reported no remaining Pfizer position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 18,215 Pfizer shares in Q4 2018, an estimated $762K.
  • Dynasty Wealth Management first reported a position in Pfizer in Q4 2017 and held it in 4 quarters.
  • Dynasty Wealth Management's Pfizer position peaked at $762K in Q3 2018.
  • 2,403 funds tracked by Wall St. Rank held Pfizer as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.