HWP
PFE icon

Hefty Wealth Partners’s Pfizer PFE Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$838K Buy
24,899
+24,700
+12,412% +$849K 0.54% 60
2017
Q4 		$7K Sell
199
-15,067
-99% -$514K ﹤0.01% 200
2017
Q3 		$517K Buy
15,266
+15,067
+7,571% +$484K 0.34% 68
2017
Q2 		$6K Sell
199
-54,145
-100% -$1.71M ﹤0.01% 187
2017
Q1 		$1.76M Buy
54,344
+54,145
+27,209% +$1.71M 1.28% 28
2016
Q4 		$6K Hold
199
– – 0.01% 185
2016
Q3 		$6K Sell
199
-51,681
-100% -$1.73M ﹤0.01% 189
2016
Q2 		$1.73M Buy
51,880
+1,219
+2% +$38.9K 1.43% 20
2016
Q1 		$1.42M Buy
50,661
+50,462
+25,358% +$1.44M 1.33% 27
2015
Q4 		$6K Buy
+199
New +$6.26K 0.01% 158

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State Street
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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 $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return