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Legacy Wealth Management (Mississippi)’s Pfizer PFE Stock Holding History

Legacy Wealth Management (Mississippi)’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 		– Sell
-14,339
Closed -$533K – 113
2019
Q4 		$533K Buy
+14,339
New +$511K 0.46% 65

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s PFE Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of Pfizer (PFE) in Q1 2020, closing a stake of 14,339 shares — an estimated $533K sold.

Legacy Wealth Management (Mississippi) first reported a position in PFE in Q4 2019 and held it in 1 quarter. The position peaked at $533K in Q4 2019. 2,438 funds tracked by Wall St. Rank hold PFE as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining Pfizer position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 14,339 Pfizer shares in Q1 2020, an estimated $533K.
  • Legacy Wealth Management (Mississippi) first reported a position in Pfizer in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s Pfizer position peaked at $533K in Q4 2019.
  • 2,438 funds tracked by Wall St. Rank held Pfizer as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.