Insight Wealth Strategies’s Pfizer PFE Stock Holding History

Insight Wealth Strategies’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 Q2	–	Sell	-8,527	Closed	-$309K	–	220
2021 Q1	$309K	Buy	8,527 +124	+1%	+$4.4K	0.04%	173
2020 Q4	$309K	Sell	8,403 -2,652	-24%	-$97.3K	0.05%	165
2020 Q3	$385K	Buy	11,055 +386	+4%	+$13.5K	0.07%	121
2020 Q2	$331K	Buy	10,669 +263	+3%	+$8.94K	0.07%	120
2020 Q1	$322K	Buy	10,406 +659	+7%	+$22.5K	0.09%	108
2019 Q4	$362K	Buy	9,747 +3,149	+48%	+$112K	0.08%	157
2019 Q3	$225K	Buy	+6,598	New	+$240K	0.05%	175
2019 Q2	–	Sell	-22,271	Closed	-$897K	–	168
2019 Q1	$897K	Buy	22,271 +1,405	+7%	+$56.3K	0.25%	67
2018 Q4	$864K	Buy	+20,866	New	+$866K	0.26%	58

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Insight Wealth Strategies's PFE Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Pfizer (PFE) in Q2 2021, closing a stake of 8,527 shares — an estimated $309K sold.

Insight Wealth Strategies first reported a position in PFE in Q4 2018 and held it in 9 quarters. The position peaked at $897K in Q1 2019. 2,732 funds tracked by Wall St. Rank hold PFE as of Q2 2021.

Insight Wealth Strategies reported no remaining Pfizer position as of Q2 2021 after selling out during the quarter.
Insight Wealth Strategies sold 8,527 Pfizer shares in Q2 2021, an estimated $309K.
Insight Wealth Strategies first reported a position in Pfizer in Q4 2018 and held it in 9 quarters.
Insight Wealth Strategies's Pfizer position peaked at $897K in Q1 2019.
2,732 funds tracked by Wall St. Rank held Pfizer as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.