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Engrave Wealth Partners’s Pfizer PFE Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-3,458
Closed -$107K – 321
2020
Q2 		$107K Sell
3,458
-469
-12% -$15.9K 0.1% 75
2020
Q1 		$121K Sell
3,927
-993
-20% -$33.8K 0.14% 53
2019
Q4 		$182K Buy
+4,920
New +$175K 0.18% 47

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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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Engrave Wealth Partners's PFE Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Pfizer (PFE) in Q3 2020, closing a stake of 3,458 shares — an estimated $107K sold.

Engrave Wealth Partners first reported a position in PFE in Q4 2019 and held it in 3 quarters. The position peaked at $182K in Q4 2019. 2,508 funds tracked by Wall St. Rank hold PFE as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Pfizer position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 3,458 Pfizer shares in Q3 2020, an estimated $107K.
  • Engrave Wealth Partners first reported a position in Pfizer in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Pfizer position peaked at $182K in Q4 2019.
  • 2,508 funds tracked by Wall St. Rank held Pfizer as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.