ForthRight Wealth Management’s Pfizer PFE Stock Holding History

ForthRight 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 Q1	–	Sell	-1,389	Closed	-$51K	–	146
2020 Q4	$51K	Buy	+1,389	New	+$50.9K	0.04%	69

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

ForthRight Wealth Management's PFE Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Pfizer (PFE) in Q1 2021, closing a stake of 1,389 shares — an estimated $51K sold.

ForthRight Wealth Management first reported a position in PFE in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 2,675 funds tracked by Wall St. Rank hold PFE as of Q1 2021.

ForthRight Wealth Management reported no remaining Pfizer position as of Q1 2021 after selling out during the quarter.
ForthRight Wealth Management sold 1,389 Pfizer shares in Q1 2021, an estimated $51K.
ForthRight Wealth Management first reported a position in Pfizer in Q4 2020 and held it in 1 quarter.
ForthRight Wealth Management's Pfizer position peaked at $51K in Q4 2020.
2,675 funds tracked by Wall St. Rank held Pfizer as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.