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Kopp Investment Advisors’s Pfizer PFE Stock Holding History

Kopp Investment 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
Q2 		– Sell
-7,303
Closed -$294K – 53
2019
Q1 		$294K Buy
7,303
+333
+5% +$13.3K 0.24% 47
2018
Q4 		$289K Buy
6,970
+844
+14% +$35K 0.28% 51
2018
Q3 		$256K Buy
+6,126
New +$236K 0.22% 55
2013
Q3 		– Sell
-7,800
Closed -$207K – 91
2013
Q2 		$207K Buy
+7,800
New +$216K 0.08% 91

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Kopp Investment Advisors's PFE Position: Q2 2019 in Review

Kopp Investment Advisors sold out of Pfizer (PFE) in Q2 2019, closing a stake of 7,303 shares — an estimated $294K sold.

Kopp Investment Advisors first reported a position in PFE in Q2 2013 and held it in 4 quarters. The position peaked at $294K in Q1 2019. 2,378 funds tracked by Wall St. Rank hold PFE as of Q2 2019.

  • Kopp Investment Advisors reported no remaining Pfizer position as of Q2 2019 after selling out during the quarter.
  • Kopp Investment Advisors sold 7,303 Pfizer shares in Q2 2019, an estimated $294K.
  • Kopp Investment Advisors first reported a position in Pfizer in Q2 2013 and held it in 4 quarters.
  • Kopp Investment Advisors's Pfizer position peaked at $294K in Q1 2019.
  • 2,378 funds tracked by Wall St. Rank held Pfizer as of Q2 2019.

Based on Kopp Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.