Guidant Wealth Advisors’s Pfizer PFE Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$24K	Hold	714	–	–	0.01%	215
2019 Q2	$29K	Buy	714 +106	+17%	+$4.21K	0.01%	201
2019 Q1	$25K	Buy	608 +81	+15%	+$3.24K	0.01%	213
2018 Q4	$21K	Sell	527 -81	-13%	-$3.36K	0.01%	164
2018 Q3	$25K	Hold	608	–	–	0.01%	108
2018 Q2	$20K	Hold	608	–	–	0.01%	117
2018 Q1	$20K	Buy	608 +81	+15%	+$2.79K	0.01%	117
2017 Q4	$18K	Sell	527 -677	-56%	-$23.1K	0.01%	124
2017 Q3	$41K	Hold	1,204	–	–	0.03%	79
2017 Q2	$38K	Buy	1,204 +677	+128%	+$21.4K	0.02%	124
2017 Q1	$17K	Hold	527	–	–	0.01%	146
2016 Q4	$16K	Hold	527	–	–	0.01%	135
2016 Q3	$17K	Buy	+527	New	+$17.6K	0.01%	132

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Guidant Wealth Advisors's PFE Position: Q3 2019 in Review

Guidant Wealth Advisors held its Pfizer (PFE) position steady in Q3 2019 at 714 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #215.

Guidant Wealth Advisors first reported a position in PFE in Q3 2016 and has held it in 13 quarters since. The position peaked at $41K in Q3 2017. 2,322 funds tracked by Wall St. Rank hold PFE as of Q3 2019.

Guidant Wealth Advisors held 714 shares of Pfizer worth $24K as of Q3 2019.
Guidant Wealth Advisors left its Pfizer share count unchanged in Q3 2019.
Pfizer made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #215 holding.
Guidant Wealth Advisors first reported a position in Pfizer in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Pfizer position peaked at $41K in Q3 2017.
2,322 funds tracked by Wall St. Rank held Pfizer as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.