Foresight Wealth Management’s Pfizer PFE Stock Holding History

Foresight 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
2021 Q3	–	Sell	-65,127	Closed	-$2.55M	–	141
2021 Q2	$2.55M	Sell	65,127 -138	-0.2%	-$5.37K	0.57%	22
2021 Q1	$2.37M	Sell	65,265 -61	-0.1%	-$2.17K	0.6%	21
2020 Q4	$2.4M	Sell	65,326 -3,558	-5%	-$131K	0.64%	22
2020 Q3	$2.4M	Buy	68,884 +188	+0.3%	+$6.59K	0.8%	17
2020 Q2	$2.13M	Buy	68,696 +257	+0.4%	+$8.73K	0.97%	18
2020 Q1	$2.12M	Sell	68,439 -207	-0.3%	-$7.05K	1.46%	20
2019 Q4	$2.55M	Buy	68,646 +15	+0%	+$534	1.57%	18
2019 Q3	$2.34M	Sell	68,631 -238	-0.3%	-$8.65K	1.69%	19
2019 Q2	$2.83M	Sell	68,869 -2,448	-3%	-$97.2K	2.14%	13
2019 Q1	$2.87M	Sell	71,317 -4,898	-6%	-$196K	2.49%	9
2018 Q4	$3.16M	Buy	+76,215	New	+$3.16M	3.35%	6

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM