JOYN Advisors’s Pfizer PFE Stock Holding History

JOYN 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
2020 Q1	$416K	Sell	13,417 -2,772	-17%	-$94.5K	0.14%	56
2019 Q4	$602K	Buy	16,189 +4,055	+33%	+$144K	0.13%	43
2019 Q3	$414K	Sell	12,134 -1,853	-13%	-$67.4K	0.09%	58
2019 Q2	$490K	Buy	13,987 +347	+3%	+$13.8K	0.11%	57
2019 Q1	$550K	Sell	13,640 -3,168	-19%	-$127K	0.13%	42
2018 Q4	$696K	Buy	16,808 +332	+2%	+$13.8K	0.16%	42
2018 Q3	$689K	Sell	16,476 -415	-2%	-$16K	0.13%	40
2018 Q2	$581K	Buy	16,891 +11,110	+192%	+$380K	0.12%	46
2018 Q1	$195K	Sell	5,781 -156	-3%	-$5.36K	0.04%	134
2017 Q4	$204K	Buy	+5,937	New	+$202K	0.04%	164

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

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

JOYN Advisors's PFE Position: Q1 2020 in Review

JOYN Advisors reduced its Pfizer (PFE) stake by 17% in Q1 2020, selling an estimated $94.5K and leaving 13,417 shares worth $416K. The position accounts for 0.14% of the portfolio, ranked #56.

JOYN Advisors first reported a position in PFE in Q4 2017 and has held it in 10 quarters since. The position peaked at $696K in Q4 2018. 2,437 funds tracked by Wall St. Rank hold PFE as of Q1 2020.

JOYN Advisors held 13,417 shares of Pfizer worth $416K as of Q1 2020.
JOYN Advisors sold 2,772 Pfizer shares in Q1 2020, an estimated $94.5K.
Pfizer made up 0.14% of JOYN Advisors's portfolio in Q1 2020, its #56 holding.
JOYN Advisors first reported a position in Pfizer in Q4 2017 and has held it in 10 quarters since.
JOYN Advisors's Pfizer position peaked at $696K in Q4 2018.
2,437 funds tracked by Wall St. Rank held Pfizer as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.