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Harvest Group Wealth Management’s Pfizer PFE Stock Holding History

Harvest Group 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
2019
Q3 		– Sell
-338
Closed -$13K – 1100
2019
Q2 		$13K Hold
338
– – 0.02% 192
2019
Q1 		$14K Buy
+338
New +$13.5K 0.01% 196

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Harvest Group Wealth Management's PFE Position: Q3 2019 in Review

Harvest Group Wealth Management sold out of Pfizer (PFE) in Q3 2019, closing a stake of 338 shares — an estimated $13K sold.

Harvest Group Wealth Management first reported a position in PFE in Q1 2019 and held it in 2 quarters. The position peaked at $14K in Q1 2019. 2,323 funds tracked by Wall St. Rank hold PFE as of Q3 2019.

  • Harvest Group Wealth Management reported no remaining Pfizer position as of Q3 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 338 Pfizer shares in Q3 2019, an estimated $13K.
  • Harvest Group Wealth Management first reported a position in Pfizer in Q1 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Pfizer position peaked at $14K in Q1 2019.
  • 2,323 funds tracked by Wall St. Rank held Pfizer as of Q3 2019.

Based on Harvest Group Wealth Management's 13F filing for Q3 2019, filed 1 Nov 2019.