FWM
PFE icon

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
2020
Q3 		– Sell
-1,054
Closed -$2K – 111
2020
Q2 		$2K Sell
1,054
-1,581
-60% -$53.7K ﹤0.01% 109
2020
Q1 		$2K Hold
2,635
– – ﹤0.01% 100
2019
Q4 		$12K Sell
2,635
-2,635
-50% -$93.9K 0.01% 116
2019
Q3 		$14K Buy
+5,270
New +$192K 0.01% 113

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Foresight Wealth Management's PFE Position: Q3 2021 in Review

Foresight Wealth Management sold out of Pfizer (PFE) in Q3 2021, closing a stake of 65,127 shares — an estimated $2.55M sold.

Foresight Wealth Management first reported a position in PFE in Q4 2018 and held it in 11 quarters. The position peaked at $3.16M in Q4 2018. 2,805 funds tracked by Wall St. Rank hold PFE as of Q3 2021.

  • Foresight Wealth Management reported no remaining Pfizer position as of Q3 2021 after selling out during the quarter.
  • Foresight Wealth Management sold 65,127 Pfizer shares in Q3 2021, an estimated $2.55M.
  • Foresight Wealth Management first reported a position in Pfizer in Q4 2018 and held it in 11 quarters.
  • Foresight Wealth Management's Pfizer position peaked at $3.16M in Q4 2018.
  • 2,805 funds tracked by Wall St. Rank held Pfizer as of Q3 2021.

Based on Foresight Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.